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Could One Dollar Destroy Your Tax Plan? episode artwork

Jan 6, 2026 11 min

Could One Dollar Destroy Your Tax Plan?

from The Retirement Solution

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.

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How long is this episode of The Retirement Solution?

This episode is 11 minutes long.

When was this The Retirement Solution episode published?

This episode was published on January 6, 2026.

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