Tax Bracket
Will Your Tax Bracket Really Drop in Retirement?
“I'll be in a lower bracket once I retire” is one of the most common assumptions in retirement planning, and one of the riskiest to leave unchecked.
Between Social Security, pensions, investment income, and eventual required minimum distributions, a lot of income streams start layering on top of each other in retirement. Added together, they can push your bracket higher than expected, not lower.
The problem is not the assumption itself, it is that most people never actually run the numbers to test it.
Our 2026 Retirement Tax Checklist can help you find out where future taxes may be quietly building, download it at InterlockFinancial.com under “Slott Into Retirement.”
Tax Bracket
