Strategies for Early Retirement and Tax Planning

The chapter explores various strategies for early retirement planning, focusing on the importance of understanding tax implications and utilizing tools such as taxable brokerage accounts and retirement plans. It emphasizes the Rule of 55 and the 72T distribution method as ways to access retirement funds penalty-free before the age of 59 and a half. The chapter discusses the benefits, limitations, and considerations of these strategies, providing insight into effective financial planning for early retirement.