In this conversation, Logan Marcus discusses various strategies for achieving tax-free income in retirement, including the use of Roth accounts, municipal bonds, and health savings accounts. She also addresses the implications of inheritances, the importance of understanding social security taxation, and common mistakes to avoid with IRAs. Reach Logan at 800-874-8380.  See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

In this conversation, Logan Marcus discusses various strategies for achieving tax-free income in retirement, including the use of Roth accounts, municipal bonds, and health savings accounts. She also addresses the implications of inheritances, the importance of understanding social security taxation, and common mistakes to avoid with IRAs. Reach Logan at 800-874-8380. See omnystudio.com/listener for privacy information.

In this conversation, Logan Marcus discusses various strategies for achieving tax-free income in retirement, including the use of Roth accounts, municipal bonds, and health savings accounts. She also addresses the implications of inheritances, the importance of understanding social security taxation, and common mistakes to avoid with IRAs. Reach Logan at 800-874-8380. &nbsp;See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Avoid IRA Mistakes

Logan Marcus and Don Spini deliver essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered.&nbsp; Call 480-579-3954.

Education

Logan Marcus and Don Spini deliver essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered.  Call 480-579-3954.

Share Avoid IRA Mistakes

Sign up to save your podcasts

Avoid IRA Mistakes

Avoid IRA Mistakes