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Sean Mullaney: Tax Law Changes for FIRE
Manage episode 357773276 series 3346325
Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.
Show Notes
- Bogleheads® Live with Derek Tharp: Episode 24
- Bogleheads® Live with J.L. Collins: Episode 19
- "SECURE 2.0 and the FI Community" blog post
- "Two SECURE 2.0 Takeaways for the FI Community" video
- clip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"
- The Advantages of Living on Taxable Assets First in Early Retirement
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Chapters
1. Sean Mullaney: Tax Law Changes for FIRE (00:00:00)
2. Two Main Takeaways for the FIRE Community in SECURE Act 2.0 (00:03:11)
3. Rothification Trap (00:07:26)
4. 529-to-Roth IRA transfer (00:14:26)
45 episodes
Manage episode 357773276 series 3346325
Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.
Show Notes
- Bogleheads® Live with Derek Tharp: Episode 24
- Bogleheads® Live with J.L. Collins: Episode 19
- "SECURE 2.0 and the FI Community" blog post
- "Two SECURE 2.0 Takeaways for the FI Community" video
- clip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"
- The Advantages of Living on Taxable Assets First in Early Retirement
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Chapters
1. Sean Mullaney: Tax Law Changes for FIRE (00:00:00)
2. Two Main Takeaways for the FIRE Community in SECURE Act 2.0 (00:03:11)
3. Rothification Trap (00:07:26)
4. 529-to-Roth IRA transfer (00:14:26)
45 episodes
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