Logan Marcus and Don Spini discuss the intricacies of Roth conversions and their strategic importance in retirement planning. They emphasize the need for a well-thought-out approach to managing taxes and withdrawals from retirement accounts, particularly in light of changing tax laws and personal financial situations. The conversation also highlights the significance of estate planning, not just for wealthier individuals, but for anyone with assets to protect. The hosts offer insights into maximizing 401k potential and ensuring that retirement accounts serve as tools for family legacy and financial security.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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