Tax Planning To and Through Early Retirement

<p><strong>Thinking about early retirement? Learn saving and drawdown strategies to guide you to and through early retirement with confidence.</strong></p><p></p><p>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.</p><p></p><p>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.</p><p></p><p><strong>You'll learn how to:</strong></p><p>• Navigate IRAs 401(k)s and other key retirement accounts</p><p>• Apply the Compelling Three tactics to build retirement savings during your working years</p><p>• Implement drawdown tactics for all phases of retirement including Roth conversions and qualified charitable distributions</p><p>• Avoid or minimize the 10% early withdrawal penalty before age 59½</p><p>• Adjust for the new 2025 tax laws for retirees from the One Big Beautiful Bill</p><p>• Plan for uncertainty around future tax law changes</p><p>• Handle RMDs and the dreaded Widow's Tax Trap</p><p></p><p><strong>Inside you'll find:</strong></p><p>• 100+ realistic examples with detailed walkthroughs of both accumulation and drawdown tactics</p><p>• Clear explanations of early retirement distribution rules and advanced tax strategies</p><p>• Cody's Takes and Sean's Takes - two perspectives to sharpen your own judgment</p><p></p><p><strong>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.</strong></p>