You’ve worked hard, built wealth, and saved diligently, so why does retirement suddenly feel like a tax trap?

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!

Connect with Mark Taylan: 

• LinkedIn: Mark Taylan
• Advisors 360