In this episode of Beyond the Dollar Signs, host Mark Taylan breaks down one of the most misunderstood parts of retirement planning for high-income earners: the surprising tax implications of success. From pensions and Social Security stacking up in your highest tax bracket to strategies that can help reduce unnecessary taxes, Mark offers a clear-eyed look at how to keep more of what you’ve built.
Key takeaways include:
- Why many retirees are not in a lower tax bracket and what to do about it
- Direct indexing: what it is, how it works, and who it’s best for
- How Roth conversions may reduce lifetime tax burdens
- Why IRMAA and Medicare surcharges catch so many retirees off guard
- And more!
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