In this conversation, Logan Marcus and Don Spini discuss the intricacies of Roth conversions, including their benefits, timing strategies, and potential risks. They emphasize the importance of professional guidance in retirement planning, especially when navigating complex decisions like pension options and estate planning. The discussion also covers common myths about trusts and the significance of tax strategies in retirement, including the use of qualified charitable distributions (QCDs) and the implications of income on Medicare premiums.
Reach Logan and Don at 480-579-3954.
See omnystudio.com/listener for privacy information.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com