Pre-Retirement Savings Tips episode artwork

EPISODE · Nov 18, 2023 · 50 MIN

Pre-Retirement Savings Tips

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

Logan covers some sound savings strategies to consider implementing when you’re nearing retirement such as funding that 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth in determining what may work best for you.  Also covered in the podcast are some good strategies for that transition to a safer mode in your financial life.

Episode metadata supplied by the publisher feed · Published Nov 18, 2023

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Pre-Retirement Savings Tips

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This episode was published on November 18, 2023.

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