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 minimize taxes throughout retirement.
Youll 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 minimize the 10% early withdrawal penalty before age 591/2
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 Widows Tax Trap
Inside, youll find:
100+ realistic examples with detailed walkthroughs of both accumulation and drawdown tactics
Clear explanations of early retirement distribution rules and advanced tax strategies
Codys Takes and Seans Takes two perspectives to sharpen your own judgment
Whether youre a do-it-yourself investor or a financial professional, this book equips you with the clarity and confidence to make informed tax planning decisions-without fear.
Author: Cody Garrett,Sean Mullaney
Binding Type: Paperback
Publisher: Cody Garrett & Sean Mullaney
Published: 09/23/2025
Pages: 358
Weight: 1.05lbs
Size: 9.00h x 6.00w x 0.80d
ISBN: 9798999841599
Language: English
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