• Retirement Rules and the Exceptions

  • May 31 2024
  • Length: 51 mins
  • Podcast

Retirement Rules and the Exceptions

  • Summary

  • Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning. She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. She also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs).

    Reach Logan and Sun Valley Advisory at 800-874-8380.

    See omnystudio.com/listener for privacy information.

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