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Logan Allec

Freelance Writer

Logan Allec is a freelance writer for FAR and a practicing CPA with a Master of Business Taxation degree from the University of Southern California. He has been consulting both businesses and individuals on their tax situation for over a decade. Before Logan launched his own business, he was a manager at an international accounting firm.

Equally passionate about financial literacy as he is about client service, Logan regularly publishes personal finance content on his blog Money Done Right as well as on his personal website. He also has a financially-oriented YouTube channel with over 100,000 subscribers.

*Logan is not engaged by Finance of America Reverse LLC as a CPA. His articles are meant for general informational purposes and should not be construed as tax advice.

Articles by Logan Allec

A couple learns about inheritance tax in their home

6 Min. Read

Everything You Need to Know About Inheritance Taxes

There is a fair amount of confusion about how inheritance taxes work, and how they differ from estate taxes. Here's what you need to know.

a man works to reduce his tax burden in retirement

5 Min. Read

How to Reduce Your Tax Burden in Retirement

Reducing your tax burden in retirement starts with understanding your options and making smart strategies that work for you.

twp women play dominoes like weighing the pros and cons of annuities. what's the best move for you?

4 Min. Read

Pros and Cons of Annuities

Before adding them to your retirement planning strategy, here's an overview of the pros and cons of annuities.

A couple learns what's in the secure act 2.0

3 Min. Read

Understanding the Secure Act 2.0

Passed in late 2022, the SECURE Act 2.0 made important changes to RMDs, catch-up contributions, 401(k) matching, 529 plans, and more.

A man plays his hand at cards and decides how to maximize his social security benefits

4 Min. Read

How to Get the Maximum Social Security Benefit

Getting the maximum Social Security benefit is more complicated than simply delaying benefits until age 70. Learn how to get the maximum Social Security benefit.

A couple explores mortgage forbearance

3 Min. Read

Understanding Mortgage Forbearance

If you are having a hard time making mortgage payments one option is to talk to your lender about mortgage forbearance. Here is how it works.

A couple learning about the retirement savers tax credit

5 Min. Read

How to Use the Retirement Saver’s Tax Credit

Some taxpayers who have saved for retirement qualify for a special tax deduction. Here's what the retirement savers or retirement savings contributions credit is and who qualifies.

A man planting a tree. Like using an HSA in retirement planning, this tree will grow and he will reap the rewards in the future.

4 Min. Read

How to Use an HSA in Retirement Planning

While lesser known than IRAs and 401(k)s, health savings accounts (HSAs) can actually provide more tax benefits in retirement than these more famous counterparts.

Couple admiring their home.

5 Min. Read

What Is an Asset Protection Plan?

An asset protection plan does not need to be complicated, but it can be essential to ensuring your hard-earned assets aren't jeopardized by the unexpected.

Couple doing taxes

5 Min. Read

Is Tax-Loss Harvesting a Good Idea?

Tax loss harvesting can be a useful strategy, as long as you understand the long-term implications. Here is a primer on the basics.

People calculating their modified adjusted gross income (Magi)

4 Min. Read

Why Your Modified Adjusted Gross Income (MAGI) Matters

Learn how your modified gross income (MAGI) is used, why it is important, and how to calculate it yourself.

A senior student learning about how to pay off student debt in retirement

4 Min. Read

Can Retirees Apply for Student Loan Debt Relief?

Retirees are eligible to take advantage of most forms of student debt relief. Here's what to know and how to apply if you qualify.

A couple paying their taxes in retirement

6 Min. Read

How Will I Be Taxed in Retirement?

Learn how your assets and income will be taxed in retirement and how you can strategically minimize your tax lliabilities.

people learning about a backdoor roth ira on a tablet

3 Min. Read

What Is a Backdoor Roth IRA?

A backdoor roth IRA is a tax saving tool that offers advantages for certain taxpayers. Here's what you should know and who should consider one.

Two men on a stress test

4 Min. Read

How to Stress Test Your Retirement Plan

Putting your retirement plan through some stress tests is a good way to determine if it's going to go the distance. Here are three questions that will put your plan to the test.

A woman stretches and thinks about ways of stretching her savings

4 Min. Read

5 Ways to Stretch Your Retirement Savings

Retirement savings need to last longer than ever before. Here are five ways to help ensure your savings don't run out.

a couple discussing converting their traditional ira to a roth ira

5 Min. Read

Should I Convert My Traditional IRA to a Roth IRA?

Learn the difference between a traditional IRA and a Roth IRA and when it might be advantageous to convert yours.

A retired couple managing their finances

9 Min. Read

The Ultimate Guide to Managing Finances in Retirement

Managing finances well at any age starts with understanding the complete picture. Here's what you should know about retirement finances.

a woman receiving long term care

5 Min. Read

A Guide to Long-Term Care Insurance

Purchasing long term care insurance is one way to ensure you'll be able to afford the cost of your health care needs in the future. This is how it works.

a couple learning how iras work

5 Min. Read

How IRAs Work

Learn about the types of IRAs and how they work, so you can choose the right one for your situation and needs.

A retired couple contemplating inflation in a drug store

4 Min. Read

What Inflation Means for Retirees

Inflation can be particularly burdensome on retirees who are living off a combination of their nest egg and fixed income sources. Here's what to look out for and how to hedge against it.

couple revieweing their retirement account withdrawal strategies

5 Min. Read

Savvy Retirement Account Withdrawal Strategies

Different retirement portfolios and situations lend themselves to different account withdrawal strategies. Here are some to consider.

A couple looking at a roth ira in retirement

4 Min. Read

The Role of a Roth IRA in Retirement

A useful and popular financial vehicle for retirement savings, the Roth IRA offers multiple benefits. Here's how it works.