Logan and Don open with a discussion on required minimum distributions and how to avoid the penalty and be proactive in tax moves.  The conversion when moves to the delicate strategy of doing Roth conversions and how they can determine if they are right for you.  They also give tips on determining if you are with the right financial professional for your retirement.

 Reach out to Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

 

 

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