The Retirement Solution

Want to retire early? You're not alone! A new survey says more than half of all Americans are looking for a new job. If it's time for you to walk away for good, Jon has some tips on achieving those early retirement dreams on this week's podcast. Need help with your decision? Connect with us at www.RetirementSolutionRadio.com. 

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Checked your 401(k) balance recently? Fidelity says savings balances have hit all-time highs! And for those who've been working & saving for 15 years or more, the average account has topped $500,000! Jon discusses what you might want to think about if you've hit those kinds of numbers. Have a 401(k) question? Connect with us at www.RetirementSolutionRadio.com. 

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One of the many issues we're watching heading into the fall is the many different tax proposals working their way through the process in Washington. This week, Jon explains the impact of these plans on the retirement prospects for small business owners & good savers. Have a question about your tax strategy? Connect with us at www.retirementsolutionradio.com.

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While Washington racks up trillions of dollars in new spending, it's now up to us to figure out how to control the risk of higher taxes & inflation. This week, Jon explains why now might be the time to bite the bullet so you can reduce your future tax bills. Need a retirement tax double check? Reach out at RetirementSolutionRadio.com. 

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Love your job – and your employer? While great local companies like UPS, Ford & GE are doing well, Forbes says it’s possible to have too much company stock. On this week’s podcast, Jon breaks down what to consider if you think that might be the case. Need a second opinion? Check out Jon’s calendar now at www.RetirementSolutionRadio.com.

 

 

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Of all the new tax proposals floating around in Washington, there's one that may hit the middle class the most. This week, Jon breaks down what stepped-up basis means, and the impact a tax change could have on many families & small business owners. Have a question about it? Connect with Jon at www.retirementsolutionradio.com. 

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How long has it been since you saw a kid with a lemonade stand? Well, we found one! Listen this week as this young entrepreneur teaches us a thing or two about capitalism & fiscal conservatism. Find out how those good savings habits can translate to a better retirement at www.retirementsolutionradio.com.

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PayPal co-founder Peter Thiel is grabbing headlines with reports that he managed to grow his Roth IRA from just $2,000 to more than $5 billion over a couple of decades. So what can the rest of us average retirement savers learn from this? Jon breaks it down for us on this week's episode. Have a question about Roths? Schedule a chat with our team at www.retirementsolutionradio.com. 

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It might seem like America's a mess...but Jon found out differently on his recent vacation. Find out what others shared with him, and why he still sees plenty of opportunity for those who want to succeed. Have a question for Jon? Connect with us at retirementsolutionradio.com. 

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Have some of America's billionaires cracked the tax code? A new report suggests some pay little to no taxes, but hear Jon's take this week on how you can potentially apply the same rules to your retirement tax strategy. Schedule a retirement check-up at www.retirementsolutionradio.com. 

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