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Aion Retirement Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Aion Retirement, Financial planner, 920 S. Main Street, Grapevine, TX.

Aion Retirement is a professional financial services company dedicated to providing retirement solutions to clients across the United States, with a focus on tax efficiency in the preservation and distribution stages of the investment cycle.

10/13/2026

What happens to your retirement accounts after you're gone?

Naming a beneficiary is an important step, but it's only part of the picture.

Inherited IRAs and other retirement accounts can come with specific tax rules and distribution requirements. Those rules may vary depending on who inherits the account and their relationship to the original owner.

Understanding these considerations ahead of time can help you make more informed decisions about your retirement assets and the legacy you leave behind.

When was the last time you reviewed your beneficiaries?

It’s easy to set them once and never think about them again. But life changes like marriages, divorces, children, grandc...
10/09/2026

It’s easy to set them once and never think about them again. But life changes like marriages, divorces, children, grandchildren and other family circumstances can all affect who you want to receive your retirement assets.

Your beneficiary designations can be an important part of your overall retirement and legacy plan.

It may be worth taking a few minutes to make sure yours still reflect your wishes.

10/07/2026

Will I have enough money when I retire?

The answer involves more than the balance in your 401(k) or IRA. Your income needs, taxes, Social Security, withdrawals, expenses and how long your retirement may last can all play a role.

You’ve spent years building your retirement savings. The next step is understanding how those savings may support the life you want to live.

For retirees and those approaching retirement, some of the most important tax decisions can happen throughout the year —...
10/05/2026

For retirees and those approaching retirement, some of the most important tax decisions can happen throughout the year — when you take income, how you withdraw from retirement accounts, and whether strategies such as a Roth conversion make sense for your situation.

October is a good time to look ahead. There may still be time to evaluate your options before the year is over.

Tax planning isn’t just about filing your return. It’s about thinking ahead.

10/01/2026

People often ask me, “Should I convert my IRA to a Roth IRA?”
The answer is: it depends.
A Roth conversion can make sense in certain situations, but it isn’t automatically the right move for everyone. Your current income, tax bracket, retirement timeline, future income needs and overall tax strategy can all factor into the decision.
The better question may be: Does a Roth conversion make sense for my retirement plan?
That’s a conversation worth having before making the move.

The numbers matter. But they’re only useful when they support the life you actually want to live.Where do you want to li...
09/29/2026

The numbers matter. But they’re only useful when they support the life you actually want to live.

Where do you want to live? What do you want to do? Who do you want to help? What does a meaningful retirement look like to you?

Start there. Then build the numbers around it.

Required minimum distributions can feel like a distant concern until suddenly they aren’t.Understanding how RMD rules ma...
09/26/2026

Required minimum distributions can feel like a distant concern until suddenly they aren’t.

Understanding how RMD rules may affect future taxable income can be useful well before distributions are required.

Sometimes the best time to understand a retirement rule is before it applies to you.

It’s easy to make investments the center of retirement planning.But investments are tools. The real questions are what y...
09/25/2026

It’s easy to make investments the center of retirement planning.

But investments are tools. The real questions are what you need your money to accomplish, when you'll need it and how much uncertainty you're comfortable accepting along the way.

The plan should come first.

One of the biggest differences comes down to when taxes are generally paid.Traditional IRAs and Roth IRAs can play very ...
09/23/2026

One of the biggest differences comes down to when taxes are generally paid.

Traditional IRAs and Roth IRAs can play very different roles in a retirement strategy, and understanding those differences can help you ask better questions about your own accounts.

Do you know why you own each type?

Some of the tax decisions that could affect retirement happen years before your last day of work.The types of accounts y...
09/21/2026

Some of the tax decisions that could affect retirement happen years before your last day of work.

The types of accounts you hold, when you take distributions and how you approach potential Roth conversions can all be part of the bigger picture.

Tax planning deserves a seat at the retirement planning table.

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920 S. Main Street
Grapevine, TX
76051

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