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Tax Planning To and Through Early Retirement
Brief Description
Thinking about early retirement? Learn saving and drawdown strategies to guide you to and through early retirement with confidence. Cody Garrett, CFP(R), and Sean Mullaney, CPA, cut through the jargon to share strategies and tactics to reduce total lifetime taxes and accelerate the path to early...
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Tax Planning To and Through Early Retirement
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Thinking about early retirement? Cody Garrett, CFP(R), and Sean Mullaney, CPA, cut through the jargon to share strategies and tactics to accelerate the path to early retirement and help minimize total lifetime taxes throughout retirement.
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Description
Thinking about early retirement? Learn saving and drawdown strategies to guide you to and through early retirement with confidence.
Cody Garrett, CFP(R), and Sean Mullaney, CPA, cut through the jargon to share strategies and tactics to reduce total lifetime taxes and accelerate the path to early retirement.
Too often, we hear: "Taxes will crush your retirement!" Tax Planning To and Through Early Retirement tackles those concerns head-on. The book explains how to build retirement savings and lower taxes during the working years, then explores drawdown approaches designed to help minimise taxes throughout retirement.
You'll learn how to:
- Navigate IRAs, 401(k)s, and other key retirement accounts
- Apply the "Compelling Three" tactics to build retirement savings during your working years
- Implement drawdown tactics for all phases of retirement, including Roth conversions and qualified charitable distributions
- Avoid or minimise the 10% early withdrawal penalty before age 59ยฝ
- Adjust for the new 2025 tax laws for retirees from the One Big Beautiful Bill
- Plan for uncertainty around future tax law changes
- Handle RMDs and the dreaded Widow's Tax Trap
Inside, you'll find:
- 100+ realistic examples with detailed walkthroughs of both accumulation and drawdown tactics
- Clear explanations of early retirement distribution rules and advanced tax strategies
- Cody's Takes and Sean's Takes - two perspectives to sharpen your own judgment
Whether you're a do-it-yourself investor or a financial professional, this book equips you with the clarity and confidence to make informed tax planning decisionsโwithout fear.
Book Details
INFORMATION
ISBN: 9798999841599
Publisher: Cody Garrett & Sean Mullaney
Format: Paperback / softback
Date Published: 23 September 2025
Imprint: Cody Garrett & Sean Mullaney
Audience: General / adult
DIMENSIONS
Spine width: 20.0mm
Width: 152.0mm
Height: 229.0mm
Weight: 476g
Pages: 358
About the Author
Cody Garrett is an advice-only financial planner, educator, and founder of Measure Twice(R) Money, where he helps DIY investors make informed financial decisions aligned with their values. He also leads Measure Twice(R) Planners, an educational community for financial planners. Cody's insights have been featured by The Wall Street Journal, Barron's, Forbes, and CNBC. He's a frequent guest on personal finance podcasts, including ChooseFI, The Long View (Morningstar), and Bogleheads on Investing. Sean Mullaney is a financial planner with a solo financial planning practice. He frequently works with those near or at an early retirement. Prior to starting his financial planning practice, he had a long career working for Big 4 accounting firms and the IRS. He holds a law degree and a master's in taxation (LLM) and is a licensed CPA in California and Virginia. Sean's personal finance insights have been featured in The Wall Street Journal and The New York Times. He is a frequent guest on personal finance podcasts, and he blogs about tax and financial independence at fitaxguy.com.
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