Logan goes over some suggested strategies starting when you are five years away from retirement including building that emergency fund, paying off debt, creating a budget, and working with a professional.  The conversation also includes proactive tax strategies to consider such as utilizing life insurance, considering Roth options, partial in-service rollovers, and fixed-index annuities.

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

Alpha Omega Wealth

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