Preview Mode Links will not work in preview mode
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Legacy Roots Wealth Management, serving Southern California with offices in Hemet and Redlands. Contact https://legacyrootswm.com/ or 951-652-1544 if you have any questions for Logan and the team.
  1. All Episodes
  2. Defusing the Tax Time Bomb

Defusing the Tax Time Bomb

May 23, 2024

If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax
time bomb on your hands. Let’s assess some strategies that can be used to diffuse the
time bomb, or at least keep it from getting worse. 

 

Contact Information:

Website: http://www.ruggierifinancial.com/

Phone: 888-823-7526