New Investment Opportunities for Retirement

Logan Marcus and Don Spini discuss various new investment options for retirement, including thematic ETFs and RILAs (Registered Index Linked Annuities). They emphasize the importance of diversification, understanding annuities, and the role of income planning in retirement. The conversation also covers strategies for managing required minimum distributions (RMDs), the benefits of Roth conversions, and the financial implications of downsizing. Throughout the discussion, they highlight the need for regular reviews and adjustments to retirement plans to ensure financial security and peace of mind.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.