Could a few financial moves before December 31st have a bigger impact than you realize? In this episode, Jon Hicks discusses year-end retirement planning opportunities, including maximizing 401(k) contributions, catch-up contributions, Roth accounts, Roth conversions, and capital gains strategies. He explains why the final months of the year can be an important time to evaluate income, tax brackets, and retirement savings decisions. The conversation also explores how different tax strategies may fit different situations as retirement approaches.

 

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Could a few financial moves before December 31st have a bigger impact than you realize? In this episode, Jon Hicks discusses year-end retirement planning opportunities, including maximizing 401(k) contributions, catch-up contributions, Roth accounts, Roth conversions, and capital gains strategies. He explains why the final months of the year can be an important time to evaluate income, tax brackets, and retirement savings decisions. The conversation also explores how different tax strategies may fit different situations as retirement approaches.
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Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
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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.