Think Roth conversions are simple? Think again. In this episode of Retire ATL, Aaron Vincent and Matt Decker break down the real impact of Roth strategies, IRMAA brackets, and tax timing on your retirement. They share cautionary tales, explain why spending Roth dollars too early can backfire, and explore how cash value life insurance can offer tax-free growth. If you're nearing retirement or stuck in the “just one more year” mindset, this episode is your wake-up call to plan smarter—not harder.

For more information visit www.retireatlradio.com!

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

Think Roth conversions are simple? Think again. In this episode of&nbsp;Retire ATL, Aaron Vincent and Matt Decker break down the real impact of Roth strategies, IRMAA brackets, and tax timing on your retirement. They share cautionary tales, explain why spending Roth dollars too early can backfire, and explore how cash value life insurance can offer tax-free growth. If you're nearing retirement or stuck in the &ldquo;just one more year&rdquo; mindset, this episode is your wake-up call to plan smarter&mdash;not harder.
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