Planning for the Expected—and the Unexpected

from Cover Your Assets with Logan and Don · host Sun Valley Wealth

Logan Marcus and Don Spini dive into practical strategies for managing taxes, withdrawals, and lifestyle surprises in retirement. They cover Roth timing, required-minimum distributions, tax-harvesting, emergency funds, “boomerang” kids, and caring for aging parents—showing how a flexible plan keeps life’s changes from derailing retirement.

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This episode is 50 minutes long.

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This episode was published on January 26, 2024.

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