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 Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.

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