

#12985
Mentioned in 2 episodes
Tax Planning To and Through Early Retirement
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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 2 episodes
Mentioned by 

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


Cody Garrett

34 snips
Deep Dive: Putting the Middle-Class Trap to Bed | Ep 553
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as a forthcoming self-published guide co-authored with Cody Garrett.

Sean Mullaney

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