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

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.