The Tax Mistakes That Could Follow You Into Retirement

From The Retirement Solution by Jon Hicks

May 31, 2026 · 50 min

About this episode

This episode discusses hidden tax traps that can impact retirement and the importance of strategic planning around withdrawals and income sources.

Are hidden tax traps quietly reshaping your retirement? This episode from this past weekend’s radio show explores how retirement shifts you from taxpayer to tax manager—and why decisions around withdrawals, Social Security, and account types can affect long-term outcomes. Jon Hicks breaks down common pitfalls, including over-reliance on tax-deferred savings, changes to inherited IRAs, and the complexity of multiple income streams. The conversation also touches on risk, planning discipline, and the importance of aligning strategy with how people actually behave during market swings. Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

People in this episode

Host: Jon Hicks

Topics covered

tax mistakes
retirement planning
withdrawals
Social Security
income streams
risk management

Keywords

tax traps
retirement
withdrawals
Social Security
income streams
tax-deferred savings
inherited IRAs

Mentioned in this episode

Organizations: RetirementSolutionShow.com