Logan covers some sound savings strategies to consider implementing when you’re nearing retirement such as funding that 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth in determining what may work best for you.  Also covered in the podcast are some good strategies for that transition to a safer mode in your financial life.

You can reach Logan Marcus by calling 800-874-8380.

Alpha Omega Wealth

See omnystudio.com/listener for privacy information.