#2366
Mentioned in 20 episodes

Tax Planning To and Through Early Retirement

Book • 2025
This book, authored by Sean Mullaney and Cody Garrett, is designed to be a comprehensive resource for individuals navigating the complexities of tax planning in the context of early retirement.

It delves into various strategies and considerations for minimizing tax liabilities while maximizing financial flexibility.

The book covers a wide range of topics, including accessing retirement funds before age 59 and a half, optimizing Roth conversions, and understanding the tax implications of different income streams.

With step-by-step calculations and real-world examples, the authors aim to empower readers to make informed decisions and achieve their financial goals.

Ultimately, the book provides practical guidance and insights for readers seeking to optimize their tax strategies and achieve financial independence.

Mentioned by

Mentioned in 20 episodes

Recommended by
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Scott Trench
as a resource for understanding tax implications in early retirement.
79 snips
How to Retire Early: A 15-Year Plan to Go from $1,000 to FIRE
Mentioned by
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Brad
as an incredible book and immense success, co-authored by
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Sean Mullaney
and
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Cody Garrett
.
65 snips
581 | Are Roth Conversions Necessary?
Mentioned by
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Sean Mullaney
as a forthcoming self-published guide co-authored with Cody Garrett.
61 snips
557 | It's Big, But Is It Beautiful? Let's Talk About It
Mentioned by
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Jonathan Mendonsa
and
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Cody Garrett
as a recommended resource that includes a chapter on health insurance and premium tax credits.
53 snips
588 | Navigating the Evolving Health Insurance Landscape
Mentioned by
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Scott Trench
as a recommended resource explaining tax and withdrawal strategies for early retirees.
50 snips
Retiring Early in 5 Years? Do THIS First
Mentioned by
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Robert Brokamp
as the book co-authored by
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Sean Mullaney
and Cody Garrett.
46 snips
Tax-Smart Retirement Planning and the Long-Term Return of Gold
Recommended by
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Brad Barrett
as one of the most important books written for the FI community.
38 snips
565 | Tax Planning To and Through Early Retirement
Mentioned as the new book co-authored by
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Cody Garrett
and
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Sean Mullaney
, focusing on tax planning and early retirement.
38 snips
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Mentioned by
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Cody Garrett
as a collaborative work with Sean Mullaney that provides a step-by-step guide to tax planning in early retirement.
37 snips
553 | Deep Dive: Putting the Middle-Class Trap to Bed
Mentioned by
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Sean Mullaney
and
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Cody Garrett
as their book about tax strategies in early retirement.
30 snips
The Four Fundamentals of Retirement Drawdown

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