

#2405
Mentioned in 19 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.
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 19 episodes
Recommended by 

as a resource for understanding tax implications in early retirement.


Scott Trench

75 snips
How to Retire Early: A 15-Year Plan to Go from $1,000 to FIRE
Mentioned by ![undefined]()

as an incredible book and immense success, co-authored by 

and 

.

Brad


Sean Mullaney


Cody Garrett

65 snips
Are Roth Conversions Necessary? | Cody Garrett and Sean Mullaney | Ep 581
Mentioned by 

as a forthcoming self-published guide co-authored with Cody Garrett.


Sean Mullaney

61 snips
It's Big, But Is It Beautiful? Let's Talk About It... | Ep 557
Mentioned by 

as the book co-authored by 

and Cody Garrett.


Robert Brokamp


Sean Mullaney

46 snips
Tax-Smart Retirement Planning and the Long-Term Return of Gold
Mentioned as the new book co-authored by 

and 

, focusing on tax planning and early retirement.


Cody Garrett


Sean Mullaney

38 snips
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Recommended by 

as one of the most important books written for the FI community.


Brad Barrett

38 snips
Tax Planning To and Through Early Retirement | Cody Garrett & Sean Mullaney | Ep 565
Mentioned by 

as a collaborative work with Sean Mullaney that provides a step-by-step guide to tax planning in early retirement.


Cody Garrett

37 snips
Deep Dive: Putting the Middle-Class Trap to Bed | Ep 553
Mentioned by 

and 

as a recommended resource that includes a chapter on health insurance and premium tax credits.


Jonathan Mendonsa


Cody Garrett

37 snips
Navigating Health Insurance | With Cody Garrett | Ep 588
Mentioned by 

and 

as their book about tax strategies in early retirement.


Sean Mullaney


Cody Garrett

30 snips
The Four Fundamentals of Retirement Drawdown
Announced by ![undefined]()

and 

as the new tax book written by 

and 

.

Mindy Jensen


Scott Trench


Sean Mullaney


Cody Garrett

22 snips
Why Early Retirement Means Paying Less in Taxes




