In this episode, Logan Marcus discusses the critical aspects of retirement planning, focusing on transforming savings into a reliable income stream.  She emphasizes the importance of having a tailored income plan that addresses various risks retirees face, such as longevity, market fluctuations, and healthcare costs. The conversation also covers strategies for Roth conversions, the benefits of Registered Index Linked Annuities (RILAs), and the significance of integrating income planning with estate planning to ensure a secure financial future.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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