Description:
Thinking about early retirement? Cody Garrett, CFP(R), and Sean Mullaney, CPA, cut through the jargon to share strategies and tactics to accelerate the path to early retirement and help minimize total lifetime taxes throughout retirement.
Brief description: Cody Garrett is an advice-only financial planner, educator, and founder of Measure Twice(R) Money, where he helps DIY investors make informed financial decisions aligned with their values. He also leads Measure Twice(R) 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.
Review Quotes:
"An invaluable resource on all the important tax questions leading up to and through retirement. You'll want to keep this book close and refer to it often." -Rick Ferri, CFA, Founder and CEO of Ferri Investment Solutions, Host of the Bogleheads on Investing Podcast
"An excellent start-to-finish guide to tax planning in retirement. For multiple topics, this book provides the single best discussion I've seen, anywhere. It's packed with actionable information." -Mike Piper, CPA, Author of The Oblivious Investor Blog
"This is a must-read and now one of my "top ten" recommended resources for FI-minded financial literacy. Bravo!" -Bill Yount, MD, Co-host of the Catching Up to FI Podcast
"A masterclass in reducing your lifetime tax burden-without fearmongering or fluff. An essential guide for thoughtful planners and DIYers alike." -Frank Vasquez, Host of Risk Parity Radio
"This book is a must-read for anyone taking time off for a mini-retirement. These strategies can turn your mini-retirement into a powerful tax planning opportunity." -Jillian Johnsrud, Author of Retire Often and Fire the Haters
"If you are serious about tax planning to and through early retirement, this book is a must-read!" -Chris Mamula, CFP(R), Financial Planner and Author of the Can I Retire Yet Blog
"Sean and Cody have created a clear, approachable guide to tax planning for early retirement. They avoid jargon, explaining complex rules in plain language, with short, focused chapters that make it easy to find exactly what you need. This is a book I'll be keeping on my shelf." -Jon Luskin, CFP(R), Financial Planner
"Whether you're retiring tomorrow or plotting decades ahead, this book provides actionable strategies to help you retire smarter, spend more, and feel confident along the way." -Jesse Cramer, Financial Advisor and Author of The Best Interest Blog