The Long View cover image

Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning

The Long View

CHAPTER

How to Fill the Low Tax Brackets

We often see for a lot of investors that actually get that I'm going to spend on the taxable account first. They say, is there anything you can do about it? We say, well, absolutely yes, not now. Now it's too late. But if you had called us 10 or 15 years ago, yes,. Because what we should have been doing along the way is tapping those IRA dollars along the way to fill the low tax brackets.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner