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Tax Planning To and Through Early Retirement

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Livraison entre le Vendredi 10 juillet 2026 et le Samedi 11 juillet 2026

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Marque : GENERIC
Vendu par KECHBOOK

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 re...

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Description produit

Marque
GENERIC
Titre principal
Tax Planning To and Through Early Retirement
Editeur
Cody Garrett & Sean Mullaney
Type de produit
paperback
Présentation du livre
paperback
Release date
9/22/2025 12:00:00 AM
Langue d'origine
English
ISBN
5678175823
Dimensions
6 x 0.89 x 9 inches
Nombre de pages de livre
356 pages
Langue - Librairie
English
Résumé
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 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 Widow's Tax TrapInside, 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 judgmentWhether 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. Read more
Auteur(s)
Cody Garrett, Sean Mullaney
Date de parution
9/22/2025 12:00:00 AM