The Rob Berger Show
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
The Rob Berger Show
RBS 223: How Bracket Filling Can Lower Your Tax Bill in Retirement
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Rob Berger
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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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