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RBS 223: How Bracket Filling Can Lower Your Tax Bill in Retirement


Episode 223


A viewer recently asked about bracket filling:

"I haven't heard you or other financial advisors say much about "bracket filling" in retirement. Is it reasonable to think that in retirement I should be filling a tax bracket up with pre-tax accounts, then using after-tax accounts for withdrawals that reach into the higher bracket? Is there a way to model this in Bolden?"

It's a great question that we cover in this video.

Resources Mentioned in Video

Boldin: https://go.robberger.com/boldin/yt-EN...

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Published on 1 month, 2 weeks ago






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