#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.

Mentioned by

Mentioned in 6 episodes

Mentioned by
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Sean Mullaney
as a forthcoming self-published guide co-authored with Cody Garrett.
56 snips
It's Big, But Is It Beautiful? Let's Talk About It... | Ep 557
Recommended by
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Brad Barrett
as one of the most important books written for the FI community.
38 snips
Tax Planning To and Through Early Retirement | Cody Garrett & Sean Mullaney | Ep 565
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
Deep Dive: Putting the Middle-Class Trap to Bed | Ep 553
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
Announced by
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Mindy Jensen
and
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Scott Trench
as the new tax book written by
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Sean Mullaney
and
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Cody Garrett
.
22 snips
Why Early Retirement Means Paying Less in Taxes
Mentioned by
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Joel
as a new book by
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Cody Garrett
and Sean Mullaney which helps people plan intentionally around taxes.
16 snips
Cutting Taxes & Retiring Sooner w/ Cody Garrett #1037

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