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

EPISODE · Jul 28, 2025 · 15 MIN

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

from The Rob Berger Show · host Rob Berger

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 VideoBoldin: https://go.robberger.com/boldin/yt-EN...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Episode metadata supplied by the publisher feed · Published Jul 28, 2025

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

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