• Tax Planning To and Through Early Retirement (Spiral bound) Happy Coil spiral bound book
 (1,000,000+ Happy Readers)

Tax Planning To and Through Early Retirement (Spiral bound)

Tax Planning To and Through Early Retirement (Spiral bound)

$63.75
$63.75
SAVE Sold out

📖 Lays Flat for Easy Reading

🖊️ Perfect for Notes & Doodles

🙌 Hands-Free Comfort
Tax Planning To and Through Early Retirement (Spiral bound) Happy Coil spiral bound book

Tax Planning To and Through Early Retirement (Spiral bound)

$63.75
$63.75
SAVE Sold out
check_box

About The Book

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.

check_box

How It Works

Built to Lay Flat

Our spiral-bound design lays completely flat on any surface—desk, lap, or countertop—so you can focus on what matters.

Convenient, Hands-Free Use

Whether you're jotting notes, sketching ideas, or reading recipes, Happy Coils stays open without needing an extra hand.

check_box

Specifications

Publisher: Cody Garrett & Sean Mullaney

Author: Garrett, Cody

ISBN-13: 9798999841599

Page Count: 356

check_box

Shipping

Shipping is free for all orders shipped within the United States for orders $49.99 and over.

All orders ship within 1-2 business days.

  • Convenience Guarantee
  • undo 30-Day Returns
  • local_shipping Priority Shipping
View full details

Frequently Bought Together

    Why Happy Coil?

    check_circle
    Lays Flat, Stays Flat

    No more holding pages down or wrestling with stiff spines. Write, read, or sketch hands-free on any surface.

    check_circle
    Something for Everyone

    From journals to planners and sketchbooks, we’ve got it all. Choose the design and size that fits your flow.

    check_circle
    Built for Everyday Use

    Premium paper handles pens, markers, and daily use with ease. Durable coils keep everything secure and flexible.

    check_circle
    Makes the Perfect Gift

    A functional, stylish gift that anyone can use and love. Great for students, creatives, or just because.