Tax Planning To and Through Early Retirement - Garrett, Cody; Mullaney, Sean
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Thinking about early retirement? Learn saving and drawdown strategies to guide you to and through early retirement with confidence. Cody Garrett, CFP®, 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…mehr

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Produktbeschreibung
Thinking about early retirement? Learn saving and drawdown strategies to guide you to and through early retirement with confidence. Cody Garrett, CFP®, 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. 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 minimize the 10% early withdrawal penalty before age 59¿ ¿ 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 decisions-without fear.
Autorenporträt
Cody Garrett is an advice-only financial planner, educator, and founder of Measure Twice® Money, where he helps DIY investors make informed financial decisions aligned with their values. He also leads Measure Twice® 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.