Smart Tax Moves for High Earners Nearing Retirement (Ep. 11)

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