The W-2 statements you’re getting serve as a reminder that it’s tax season. And if you took advantage of higher interest rates on CDs, money-market funds, and certain bonds in 2023, there’s another statement you’ll see – a 1099-INT – the ‘INT’ stands for interest income… Yes, you have to pay taxes on that money, proving that the 5% you earned isn’t really 5%.  

On this episode, financial advisor Jon Hicks discusses the realities of our tax burdens sharing ideas on ways you may be able to “do better” with your investments now, in effort to reduce your obligations later. Learn more about the impact of ordinary income on your investments, from CDs to money market funds. Discover why municipal bonds and other tax-efficient strategies could help maximize your returns.

If you're tired of the tax surprises, go to  RetirementSolutionRadio.com  and begin the conversation about actionable insights to help optimize your financial strategy.

The W-2 statements you’re getting serve as a reminder that it’s tax season. And if you took advantage of higher interest rates on CDs, money-market funds, and certain bonds in 2023, there’s another statement you’ll see – a 1099-INT – the ‘INT’ stands for interest income… Yes, you have to pay taxes on that money, proving that the 5% you earned isn’t really 5%.  
On this episode, financial advisor Jon Hicks discusses the realities of our tax burdens sharing ideas on ways you may be able to “do better” with your investments now, in effort to reduce your obligations later. Learn more about the impact of ordinary income on your investments, from CDs to money market funds. Discover why municipal bonds and other tax-efficient strategies could help maximize your returns.
If you're tired of the tax surprises, go to  <a href="https://jhagancapital.com/media/">RetirementSolutionRadio.com</a>  and begin the conversation about actionable insights to help optimize your financial strategy.

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.