Aion Retirement strategies built on values, trust, and clarity.
You’ve worked hard, saved wisely, and now you’re looking ahead—not just for your retirement, but for the family and legacy you’ll leave behind. You want to convert your traditional IRA to a Roth IRA without the concern of draining your savings, lowering your account balance, or raising your tax bracket! Let’s start the conversation!
Mark Connell grew up in a Marine Corps fighter pilot home, living in five states and moving seven times by the age of 13 when his family settled in Plano, Texas. In addition to a disciplined upbringing, his childhood taught him how to make friends quickly and easily! Mark is a son, husband, dad, and grandfather, and truly loves serving people.
We design income plans that prioritize essential expenses, tax efficiency, and long-term stability. Our goal: reliable cash flow.
Align Roth conversions with withdrawal sequencing to maximize after‑tax retirement income and simplify inheritance for beneficiaries.
We create retirement plans that integrate income, taxes, investments, healthcare, and legacy goals so you can retire with confidence and preserve what matters most.
Uncover Your Potential Retirement Tax Bill in 3 Easy Steps
Get a no-cost report of your potential liability.
Investment advisory services provided by Regal Investment Advisors LLC, an SEC registered investment adviser. Regal Investment Advisors is independent of Aion Retirement. Advisory services are only offered to clients or prospective clients where Regal and its representatives are properly licensed or exempt from licensure. SEC registration does not imply a certain level of skill or training.
Regal Disclosures