Taxes, Timing, and the Hidden Cost of Withdrawals

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

Logan Marcus explains how taxes can quietly erode retirement income if withdrawals and Social Security timing are not coordinated. She walks listeners through RMD rules, Roth strategy trade-offs, and how working with a fiduciary and tax professional can prevent costly surprises when drawing from retirement accounts.

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This episode is 53 minutes long.

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This episode was published on June 7, 2024.

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