The answer to that question is, largely, yes. Obviously not everyone can get into a 0% tax bracket in retirement but, working with your tax professional, there is a surprisingly large amount of people who can. Even if one doesn't quite get to 0%, we believe there are certainly good reasons to shoot for it:
Let's examine these issues.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results.
You would be concerned if your investment portfolio suffered a 25% loss every year, wouldn't you? So why wouldn't you be concerned if the government took 25% of your retirement income every year?
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1 Comeback America, David M. Walker, Random House.