Tax-deferred accounts are ticking time bombs. Logan and Don break down how RMDs, future rate hikes, and hidden taxes threaten every traditional retirement plan. Discover how Roth conversions and strategic withdrawals can buy out your silent partner—the IRS—before it’s too late. Control the taxes now or they’ll control you later.

Tax-deferred accounts are ticking time bombs. Logan and Don break down how RMDs, future rate hikes, and hidden taxes threaten every traditional retirement plan. Discover how Roth conversions and strategic withdrawals can buy out your silent partner—the IRS—before it’s too late. Control the taxes now or they’ll control you later.

Tax-deferred accounts are ticking time bombs. Logan and Don break down how RMDs, future rate hikes, and hidden taxes threaten every traditional retirement plan. Discover how Roth conversions and strategic withdrawals can buy out your silent partner—the IRS—before it’s too late. Control the taxes now or they’ll control you later.

The IRS Is Coming for Your 401(k)—Here’s How to Stop It

Logan Marcus and Don Spini deliver essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of change that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. 

For more information or to get your own questions answered. Call 480-579-3954.

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Logan Marcus and Don Spini deliver essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of change that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered. Call 480-579-3954.

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The IRS Is Coming for Your 401(k)—Here’s How to Stop It

The IRS Is Coming for Your 401(k)—Here’s How to Stop It