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Rules, Exceptions, and Retirement Reality — Understanding What Really Applies to You episode artwork

EPISODE · May 24, 2024 · 51 MIN

Rules, Exceptions, and Retirement Reality — Understanding What Really Applies to You

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

Logan Marcus outlines the ever-changing “rules of retirement,” from Social Security timing and 401(k) withdrawals to RMD updates and new catch-up provisions. She shows how each guideline carries exceptions — and even exceptions to those exceptions — and explains how a fiduciary team helps translate regulations into actionable strategies. Listeners learn when to claim benefits, how to avoid RMD penalties, and why customized planning beats one-size-fits-all advice.

What this episode covers

Logan Marcus outlines the ever-changing “rules of retirement,” from Social Security timing and 401(k) withdrawals to RMD updates and new catch-up provisions. She shows how each guideline carries exceptions — and even exceptions to those exceptions — and explains how a fiduciary team helps translate regulations into actionable strategies. Listeners learn when to claim benefits, how to avoid RMD penalties, and why customized planning beats one-size-fits-all advice.

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Rules, Exceptions, and Retirement Reality — Understanding What Really Applies to You

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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 May 24, 2024.

What is this episode about?

Logan Marcus outlines the ever-changing “rules of retirement,” from Social Security timing and 401(k) withdrawals to RMD updates and new catch-up provisions. She shows how each guideline carries exceptions — and even exceptions to those exceptions —...

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.
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