Logan is joined by Sun Valley Wealth President Don Spini.   Logan and Don discuss the important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining what is enough for retirement, locating and moving 401(k) accounts, deciding when to take Social Security, investing in health savings accounts, considering Roth conversions, creating a budget or spending plan, and building a personal pension. They emphasize the importance of income planning and stress the need to solve for income in retirement. They also highlight the hybrid index strategy as a tool for creating a personal pension and discuss the importance of tax efficiency and estate planning.

Reach Logan at 800-874-8380.

 

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