Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning. She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. Logan also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). The conversation concludes with an invitation for listeners to schedule a no-cost, no-obligation comprehensive review with Sun Valley Advisory.

Reach Logan at 800-874-8380.

 

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