Logan offers strategies to consider to help lessen the blow of taxes in retirement.  She cautions to use good strategies with your withdrawals and the selling of your assets.  The conversation turns to planning for the “unexpected” in retirement such as kids returning home, caring for elderly parents, home and car maintenance, and health care expenses. You can reach Logan at 800-874-8380. <a href="https://alphaowealth.com">Alpha Omega Wealth</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Logan offers strategies to consider to help lessen the blow of taxes in retirement. She cautions to use good strategies with your withdrawals and the selling of your assets. The conversation turns to planning for the “unexpected” in retirement such as kids returning home, caring for elderly parents, home and car maintenance, and health care expenses. You can reach Logan at 800-874-8380. Alpha Omega Wealth See omnystudio.com/listener for privacy information.

Logan offers strategies to consider to help lessen the blow of taxes in retirement.&nbsp; She cautions to use good strategies with your withdrawals and the selling of your assets.&nbsp; The conversation turns to planning for the “unexpected” in retirement such as kids returning home, caring for elderly parents, home and car maintenance, and health care expenses. You can reach Logan at 800-874-8380. <a href="https://alphaowealth.com" rel="noopener noreferrer">Alpha Omega Wealth</a>See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Mitigate the Tax Impact

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.

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Mitigate the Tax Impact

Mitigate the Tax Impact