Zero Percent Tax Bracket

Case Study

The "Typical" Before

Problems With The "Typical" Before

  • Distributions Fully Taxed
  • Subject to Market Risk
  • Can Cause Taxation of Social Security
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    Can Lead to Medicare Surcharges

Asset Reallocation

72T rule

Moving money away from 401k and IRA into tax free vehicles


The Result

Charts showing before and after

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