The Retirement Solution

Retirement Tax Trap: Don’t Make A Million Dollar Mistake


Listen Later

Are you paying millions more in taxes than you need to?

On this episode, Jon’s talks about the hidden tax trap that may be lurking in your retirement accounts. We also discuss how the IRS won’t give you tax advice, but often your financial advisor won’t either.

So, who can you turn to for ideas on tax strategies? 

Jon shares how you may be able to save thousands in taxes (even while you're still working), moves to convert IRAs to Roth IRAs tax-efficiently, and ideas to help avoid common tax mistakes while working to maximize your retirement income.

Take action against the taxman! Visit RetirementSolutionRadio.com and start planning your tax-smart retirement today.

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Retirement SolutionBy Jon Hicks

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

9 ratings


More shows like The Retirement Solution

View all
Timothy Keller Sermons Podcast by Gospel in Life by Tim Keller

Timothy Keller Sermons Podcast by Gospel in Life

15,975 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,941 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

20/20 by ABC News

20/20

11,887 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

522 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,486 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

671 Listeners

Dateline NBC by NBC News

Dateline NBC

47,847 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

811 Listeners

Call Me Back - with Dan Senor by Ark Media, Ilan Benatar

Call Me Back - with Dan Senor

3,225 Listeners