The Bracket - Retirement Tax Strategy for High Net Worth Households

The Three Phases of Retirement Income: How to Beat the RMD Tax Bomb For the disciplined saver, the largest expense in retirement often isn't healthcare or travel — it's taxes. Decades of deferring into your 401(k) and traditional IRA built an enormous pile of money the IRS has a claim on. The only question is how big that claim gets. In this episode, Ryan Knoll breaks down the retirement income ta...

The Roth Conversion Corridor: How to Slash Your Retirement Tax Bill Before RMDs Force Your Hand If you have a seven-figure IRA or 401(k), you may be sitting on a tax bomb you don't even know about. In this episode we break down the Roth Conversion Corridor, the strategy high-net-worth retirees use to voluntarily convert traditional IRA and 401(k) dollars to a Roth at today's lower tax rates, befor...

You spent thirty years building real wealth. Now you're facing the financial decisions nobody prepared you for and most of them come down to one thing: taxes. In this first episode of The Bracket, Ryan Knoll, founder of Nav Wealth Partners, lays out what this show is, who it's built for, and why the biggest threat to a multi-million-dollar retirement isn't the market. It's the tax code. If you've...