# Retirement Tax Matters

As of Oct 5, 2026, Retirement Tax Matters, hosted by Garrett Crawford and Adam Reed of Providence Wealth Management, is listed on AdvisorIQ with a host verified against the SEC's IAPD records; its episodes have not been read yet.

As of: 2026-10-05
Address: https://advisoriq.com/podcasts/retirement-tax-matters/

## Facts

- hosts: Garrett Crawford and Adam Reed
- firm: Providence Wealth Management
- audience: investors
- topic: Tax planning
- summary: Two advisors focus on tax planning for retirees with roughly $2 million to $8 million. Episodes cover multi-year Roth conversions, required minimum distributions, inherited IRAs, health savings accounts and employer stock in a 401(k).
- host_verification: registered investment adviser representative, verified against IAPD on 2026-10-05
- episodes_last_90_days: not stated
- latest_episodes: 
- links: apple_podcasts: https://podcasts.apple.com/us/podcast/retirement-tax-matters-advanced-tax-planning-for-high/id1835691271, spotify: not stated, rss: https://feeds.transistor.fm/retirement-tax-matters-advanced-tax-planning-for-high-net-worth-retirees, website: https://www.retirementtaxmatters.com/

## Notes

- Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.
- Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.
- AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.
- Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own.

## Sources

- The show's RSS feed, checked 2026-10-05: https://feeds.transistor.fm/retirement-tax-matters-advanced-tax-planning-for-high-net-worth-retirees
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-05: https://adviserinfo.sec.gov/

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## Cite as

AdvisorIQ, as of 2026-10-05. https://advisoriq.com/podcasts/retirement-tax-matters/

License: https://advisoriq.com/license/