Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179
Catching Up to FI
Decumulation Tactics: Older Spouse First and Asset Location
Sean and Cody recommend drawing from the older spouse's traditional accounts first and placing bonds in pre-tax accounts to manage RMDs.
Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax planning in a way you may not have ever heard before. They don't agree with some of the conventional advice and make a case for the contrarian views they share in their new book, 'Tax Planning To and Through Early Retirement'. In this conversation, we dive into:
- Top year-end tax tips for later starters
- Affordable Care Act (ACA) premium tax credits
- Drawdown principles
- Moving through the 5 phases of retirement
- How a little tax awareness can go a long way
This discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Bill, Jackie, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.
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β οΈDisclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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