Retirement: 5 Years Out - Cover Your Assets with Logan an...

What this episode covers

Logan goes over some suggested strategies starting when you are five years away from retirement including building that emergency fund, paying off debt, creating a budget, and working with a professional. The conversation also includes proactive tax strategies to consider such as utilizing life insurance, considering Roth options, partial in-service rollovers, and fixed-index annuities.

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Frequently Asked Questions

How long is this episode of Cover Your Assets with Logan and Don?

This episode is 51 minutes long.

When was this Cover Your Assets with Logan and Don episode published?

This episode was published on October 13, 2023.

What is this episode about?

Logan goes over some suggested strategies starting when you are five years away from retirement including building that emergency fund, paying off debt, creating a budget, and working with a professional. The conversation also includes proactive...

Can I download this Cover Your Assets with Logan and Don episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.