A surprise tax bill in retirement could be hiding in plain sight. Aaron Vincent and Matt Decker discuss required minimum distributions, Roth conversion strategies, survivor tax challenges, and why income planning goes beyond investment returns. They explore how tax decisions made before retirement can influence both spending and legacy goals for years to come.

For more information visit www.retireatlradio.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

A surprise tax bill in retirement could be hiding in plain sight. Aaron Vincent and Matt Decker discuss required minimum distributions, Roth conversion strategies, survivor tax challenges, and why income planning goes beyond investment returns. They explore how tax decisions made before retirement can influence both spending and legacy goals for years to come.
For more information visit&nbsp;<a href="https://www.retireatlradio.com">www.retireatlradio.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@vincentplanning">YouTube</a> | <a href="https://www.instagram.com/vincentfinancialgroup/">Instagram</a> | <a href="https://www.facebook.com/people/Vincent-Financial-Group/100057283073040/">Facebook</a> | <a href="https://www.linkedin.com/company/vincentfinancialgroup">LinkedIn</a>

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.

Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.

Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.
Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.
Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/
Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24

Retire ATL

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.
Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.
Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/
Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24