Early Retirement Tax Planning Made Simple with Sean Mullaney | MILMO Show

Описание: Tax planning doesn’t have to be confusing, and for service members and veterans, it can be a powerful advantage. In this episode, CPA and financial planner Sean Mullaney explains how early retirement tax planning works, why the tax code rewards people who retire earlier, and how military families can use tools like the TSP, Roth IRAs, taxable accounts, and even combat-zone pay rules to build long-term wealth. He also breaks down his popular “Compelling Three” strategy and explains why Roth conversions are beneficial but rarely necessary.

What you’ll learn:
Why early retirees get unique tax advantages most people overlook
How taxable accounts, TSP/401(k)s, and Roth IRAs work together (“The Compelling Three”)
How military pensions and combat-zone pay change your tax strategy
When Roth conversions make sense and when they don’t
How to plan your lifetime taxes, not just your tax return for this year

About the guest:
Sean Mullaney is a CPA, financial planner, and creator of FI Tax Guy, where he teaches tax concepts in plain language for everyday Americans. He’s also the co-author of Tax Planning to and Through Early Retirement with Cody Garrett. A three-time guest on the MILMO® Show, Sean helps service members, veterans, and families understand the tax tools that can open the door to financial independence.

🎧 Full episode: milmo.co/podcast/lifetime-tax-planning
⋯
Find & follow me
Instagram:   / itsmilmo  
X: https://x.com/ItsMILMO
LinkedIn:   / itsmilmo  
YouTube:    / @itsmilmo  
Facebook:   / itsmilmo  
⋯
🎧 Listen to my podcast MILMO® Show: https://milmo.co/expert-resources/mil...
📪 Join the MILMO Memo: https://milmo16569.activehosted.com/f/4
⋯
My videos are intended for education and entertainment. I do not give investment advice.

Disclaimer: My videos are intended for educational and entertainment purposes only. I do not give investment advice.

#militaryfamilies #SeanMullaney #taxplanning #earlyretirement #militarymoney #financialliteracy #veterans #TSP #rothira #personalfinance #MILMOshow