RBS 223: How Bracket Filling Can Lower Your Tax Bill in Retirement
Update: 2025-07-28
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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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