The Stretch IRA, and its tax benefits, ended when the SECURE Act came to law in 2020. Now they want to change the rules again to tax your money sooner. Jon explains how proper planning now could relieve tax burdens not only for you, but for your kids and grandkids as well. Connect at RetirementSolutionRadio.com.

The Stretch IRA, and its tax benefits, ended when the SECURE Act came to law in 2020. Now they want to change the rules again to tax your money sooner. Jon explains how proper planning now could relieve tax burdens not only for you, but for your kids and grandkids as well. Connect at <a href="https://retirementsolutionradio.com/">RetirementSolutionRadio.com</a>.

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio.

Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is designed to help you find the retirement solution that's right for you, so you can retire with confidence.

Subscribe today and empower yourself to make smart financial decisions for a secure and fulfilling retirement.

Connect with Jon and his team online at J Hagan Capital or on social: Facebook, Instagram, LinkedIn and YouTube.

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio.
Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is designed to help you find the retirement solution that's right for you, so you can retire with confidence.
Subscribe today and empower yourself to make smart financial decisions for a secure and fulfilling retirement.
Connect with Jon and his team online at <a href="https://bit.ly/3FfCBVy">J Hagan Capital</a> or on social: <a href="https://bit.ly/48MRVGD">Facebook</a>, <a href="https://bit.ly/3Fged5S">Instagram</a>, <a href="https://bit.ly/46q33HX">LinkedIn</a> and <a href="https://bit.ly/3tmoJG4">YouTube</a>.

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning.

The Retirement Solution

The Stretch IRA, and its tax benefits, ended when the SECURE Act came to law in 2020. Now they want to change the rules again to tax your money sooner. Jon explains how proper planning now could relieve tax burdens not only for you, but for your kids...

3-Generational Tax Planning

Are you sacrificing your retirement to help pay for someone else’s future? From this past weekend’s radio show, Jon Hicks discusses the growing cost of college, the tradeoffs parents and grandparents face when helping fund education, and why retirement savings should remain a priority. He also explores the rise of Roth accounts among younger investors, strategies retirees may evaluate when considering Roth conversions, and why simplicity can be an important part of a retirement plan. Plus, Jon breaks down five key areas that can help shape a more coordinated retirement strategy.

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Are you sacrificing your retirement to help pay for someone else&rsquo;s future? From this past weekend&rsquo;s radio show, Jon Hicks discusses the growing cost of college, the tradeoffs parents and grandparents face when helping fund education, and why retirement savings should remain a priority. He also explores the rise of Roth accounts among younger investors, strategies retirees may evaluate when considering Roth conversions, and why simplicity can be an important part of a retirement plan. Plus, Jon breaks down five key areas that can help shape a more coordinated retirement strategy.
Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@J.HaganCapital/videos">YouTube</a> | <a href="https://www.facebook.com/JHaganCapital/">Facebook</a> | <a href="https://www.linkedin.com/company/j-hagan-capital">LinkedIn</a>

Are College Costs Putting Your Retirement at Risk?

Could the first few years of retirement have a bigger impact on your financial future than decades of investing? In this episode, Jon Hicks discusses recession indicators, market uncertainty, and the concept of sequence of returns risk. He explains why market downturns early in retirement can affect income strategies differently than they do during the accumulation years, and why retirement planning extends beyond investment performance alone. The conversation also explores income planning, portfolio structure, tax diversification, and the importance of preparing for different market environments as retirement approaches.

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Could the first few years of retirement have a bigger impact on your financial future than decades of investing? In this episode, Jon Hicks discusses recession indicators, market uncertainty, and the concept of sequence of returns risk. He explains why market downturns early in retirement can affect income strategies differently than they do during the accumulation years, and why retirement planning extends beyond investment performance alone. The conversation also explores income planning, portfolio structure, tax diversification, and the importance of preparing for different market environments as retirement approaches.
&nbsp;
Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@J.HaganCapital/videos">YouTube</a> | <a href="https://www.facebook.com/JHaganCapital/">Facebook</a> | <a href="https://www.linkedin.com/company/j-hagan-capital">LinkedIn</a>

Could a Recession Early in Retirement Change Everything?

Could rising interest rates, business valuation risks, and changing tax laws have a bigger impact on your retirement than market headlines? From this past weekend’s radio show, Jon Hicks discusses how retirees and pre-retirees can navigate inflation concerns, interest rate uncertainty, and retirement income planning. He also explores challenges facing small business owners preparing for an eventual exit, including business valuation, diversification strategies, and succession planning. The conversation wraps up with a look at tax planning considerations and why staying flexible may be important as tax rules and regulations continue to evolve.

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Could rising interest rates, business valuation risks, and changing tax laws have a bigger impact on your retirement than market headlines? From this past weekend&rsquo;s radio show, Jon Hicks discusses how retirees and pre-retirees can navigate inflation concerns, interest rate uncertainty, and retirement income planning. He also explores challenges facing small business owners preparing for an eventual exit, including business valuation, diversification strategies, and succession planning. The conversation wraps up with a look at tax planning considerations and why staying flexible may be important as tax rules and regulations continue to evolve.
Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@J.HaganCapital/videos">YouTube</a> | <a href="https://www.facebook.com/JHaganCapital/">Facebook</a> | <a href="https://www.linkedin.com/company/j-hagan-capital">LinkedIn</a>

3-Generational Tax Planning

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