The Bracket - Retirement Tax Strategy for High Net Worth Households

business, investing · EN

You spent thirty years building real wealth. Now the hardest financial decisions of your life are the ones nobody prepared you for and most of them come down to taxes. The Bracket is a show for people with $2 million or more who are approaching or living in retirement and have figured out something their neighbors haven't: at this level, the threat to your money isn't the market. It's the tax code. Required minimum distributions that detonate in your seventies. Roth conversion windows that open and slam shut. The IRMAA surcharges, the widow's penalty, the capital gains decisions, the order you draw down accounts these are the levers that quietly decide whether you keep your wealth or hand a needless slice of it to the IRS over the next thirty years. Most retirement advice is written for people with a few hundred thousand dollars. This isn't that show. The Bracket is built for the household with a $2M, $5M, or $10M-plus balance shee