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The Tax Trap Many Successful Retirees Never See Coming

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The Retirement Solution

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The R 
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What if the biggest tax challenges in retirement come after you’ve already saved successfully? Jon Hicks breaks down why RMDs, tax‑deferred growth, and shifting tax brackets can catch retirees off‑guard — and how understanding strategy, not last‑minute fixes, shapes better long‑term outcomes. From bracket management to charitable tools and restructuring tax‑deferred accounts, he highlights the decisions retirees can explore early in the year to stay informed and prepared. This conversation offers clear, practical insight into navigating taxes throughout retirement.

 

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The Retirement Solution

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