Search

Home > The Retirement Solution > Could One Dollar Destroy Your Tax Plan?
Podcast: The Retirement Solution
Episode:

Could One Dollar Destroy Your Tax Plan?

Category: Business
Duration: 00:11:58
Publish Date: 2026-01-06 09:00:00
Description:

What if one extra dollar of income could cost you thousands in retirement? Jon Hicks breaks down how tax brackets, deductions, Medicare surcharges, and Roth rules create “tax cliffs” that can dramatically impact retirees. He explains why managing where your income comes from may matter more than how much you withdraw, and how strategic income choreography—year by year—can influence deductions, Social Security taxation, and long‑term flexibility. It’s a clear, practical conversation for anyone navigating the complexity of retirement tax planning.

 

Schedule your complimentary appointment today: RetirementSolutionShow.com

 

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

Total Play: 0

Some more Podcasts by Impact Partnership

200+ Episodes