Think you will automatically land in a lower tax bracket once you retire? Steve Aul breaks down why that myth only applies to a fraction of retirees and how unexpected expenses like Required Minimum Distributions (RMDs) and Medicare IRMAA surcharges can catch you off guard. Beyond crunching the numbers, Steve highlights the importance of strategic Roth conversions to reduce your lifetime tax burden and protect what you pass down to your children. Learn how to stop focusing solely on saving money and start building a clear retirement plan focused on making lasting memories with the people you love.
Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or click here.
Hear the “The Aul Financial Hour” every Saturday at 10 AM and Sunday at 6 PM on KMOX News Radio 1120. And hear episodes of the podcast here: https://aulfinancialgroup.com/aul-media/ .

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The Human Factor in Financial Planning: Overcoming AI Risks and Market Shifts
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