#12985
Mentioned in 2 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.

Mentioned by

Mentioned in 2 episodes

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.
34 snips
Deep Dive: Putting the Middle-Class Trap to Bed | Ep 553
Mentioned by
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Sean Mullaney
as a forthcoming self-published guide co-authored with Cody Garrett.
18 snips
It's Big, But Is It Beautiful? Let's Talk About It... | Ep 557

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