

#5048
Mentioned in 6 episodes
Tax Planning To and Through Early Retirement
None
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 6 episodes
Mentioned by ![undefined]()

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

Sean Mullaney

56 snips
It's Big, But Is It Beautiful? Let's Talk About It... | Ep 557
Recommended by ![undefined]()

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 ![undefined]()

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 ![undefined]()

and 

.

Mindy Jensen


Scott Trench

Sean Mullaney


Cody Garrett

22 snips
Why Early Retirement Means Paying Less in Taxes
Mentioned by ![undefined]()

as a new book by 

and Sean Mullaney which helps people plan intentionally around taxes.

Joel


Cody Garrett

16 snips
Cutting Taxes & Retiring Sooner w/ Cody Garrett #1037