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You might be a millionaire on paper—and still be unprepared for the tax bill that comes with it. In this episode of The Retirement Solution , Jon Hicks explains how large asset sales, real estate, and tax-deferred...
The Hidden Tax Problem Facing “Paper Millionaires” is an episode from The Retirement Solution by Impact Partnership. You might be a millionaire on paper—and still be unprepared for the tax bill that comes with it. In this episode of T...
This episode belongs to The Retirement Solution.
Use the player on this page to stream the episode online.
Published Apr 7, 2026, 11:58 long, audio available.
You might be a millionaire on paper—and still be unprepared for the tax bill that comes with it. In this episode of The Retirement Solution , Jon Hicks explains how large asset sales, real estate, and tax-deferred accounts can create unexpected tax exposure in retirement. The discussion focuses on "paper millionaires," depreciation recapture, installment sales, trusts, and why timing and planning matter before cashing out a business, property, or retirement account. The episode highlights how taxes, not investment performance, often become the biggest hurdle when turning accumulated wealth into retirement income. Schedule your complimentary appointment today: RetirementSolutionShow.com
You can listen to The Hidden Tax Problem Facing “Paper Millionaires” online on Radio and Podcast. Open the player on this page to stream the available audio.
The Hidden Tax Problem Facing “Paper Millionaires” is an episode from The Retirement Solution by Impact Partnership.
This episode is 11:58 long.
This episode was published on Apr 7, 2026.
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Yes. This page shows related episodes from The Retirement Solution when more episodes are available from the podcast feed.
You can listen to The Hidden Tax Problem Facing “Paper Millionaires” on this page when the episode audio is available from the podcast feed.
The Hidden Tax Problem Facing “Paper Millionaires” is from The Retirement Solution by Impact Partnership.
Published Apr 7, 2026 and 11:58 long