In this conversation, Logan Marcus and Don Spini discuss the intricacies of Roth conversions, including their benefits, timing strategies, and potential risks. They emphasize the importance of professional guidance in retirement planning, especially when navigating complex decisions like pension options and estate planning. The discussion also covers common myths about trusts and the significance of tax strategies in retirement, including the use of qualified charitable distributions (QCDs) and the implications of income on Medicare premiums.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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