Retire ATL

Avoiding RMDs and Medicare Surcharges


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This week on Retire ATL, the conversation revolves around tax strategies for high-income earners and the importance of having a tax strategy in place. The main focus is on retirement accounts and the potential tax implications of not having a plan. Aaron Vincent and Matt Decker discuss the mindset needed to navigate the tax system and the importance of making informed decisions. They also touch on topics such as Medicare premiums, Roth conversions, and the different types of tax buckets.

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Retire ATLBy Vincent Financial Group