The Retirement SolutionThe Retirement Solution
Clean

Could One Dollar Destroy Your Tax Plan?

View descriptionShare

What if one extra dollar of income could cost you thousands in retirement? Jon Hicks breaks down how tax brackets, deductions, Medicare surcharges, and Roth rules create “tax cliffs” that can dramatically impact retirees. He explains why managing where your income comes from may matter more than how much you withdraw, and how strategic income choreography—year by year—can influence deductions, Social Security taxation, and long‑term flexibility. It’s a clear, practical conversation for anyone navigating the complexity of retirement tax planning.

 

Schedule your complimentary appointment today: RetirementSolutionShow.com

 

Follow us on social media: YouTube | Facebook | LinkedIn

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. The Retirement Solution

    331 clip(s)

The Retirement Solution

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide 
Social links
Follow podcast
Recent clips
Browse 331 clip(s)