FREE CHECKLIST DOWNLOAD
The Millionaire's Roth Conversion Checklist™
Ten Steps to a Successful Roth Conversion to Avoid Crushing Taxes in Retirement and Beyond
How to do smart Roth Conversions
so you too can protect yourself from crushing future taxes in retirement and your heirs from a future tax time bomb.
Plus get a free ticket to Travis's training resources and emails to help you retire with success and confidence.
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FREE CHECKLIST DOWNLOAD
The Millionaire's Roth Conversion Checklist™
Ten Steps to a Successful Roth Conversion to Avoid Crushing Taxes
in Retirement
How to do smart Roth Conversions so you too can protect yourself from crushing future taxes and enjoy your best retirement.
Privacy Policy: Your Information is 100% Secure.
In This Free 2-Page Checklist, I’ll Show You…
- The vital first steps to discover if a Roth conversion makes sense for you [if you get this wrong you will likely overpay in taxes -- either now or later].
- The simple but powerful income withdrawal strategy (that retirees seldom think about) that may save you more in taxes than the Roth conversion in retirement.
- The big mistakes around "how much" and "when" to convert and how to avoid them (and it’s probably not what you think) – get this wrong and the IRS will be very happy at your expense.
- How to create opportunities to supercharge your Roth conversions for maximum benefit.
- The tax saving alternatives to Roth conversions and the combination strategies that could save you tens if not hundreds of thousands of dollars over your lifetime.
- and so much more...
Hi! I'm Travis Echols...
The owner of Echols Financial Services in Cumming, GA. I’ve been helping people retire with confidence and success for over 20 years by specializing in highly-effective financial strategies for diligent savers.
This Checklist could save you tens or hundreds of thousands of dollars in retirement.
With it, you have a step-by-step process for determining if you should do a Roth conversion and a way to estimate what amounts at what times will benefit you most and protect you from the IRS’s crushing taxes in retirement. Use and enjoy!
In This Free 2-Page Checklist, I’ll Show You…
- The vital first steps to discover if a Roth conversion makes sense for you [if you get this wrong you will likely overpay in taxes -- either now or later].
- The simple but powerful income withdrawal strategy (that retirees seldom think about) that may save you more in taxes than the Roth conversion in retirement.
- The big mistakes around "how much" and "when" to convert and how to avoid them (and it’s probably not what you think) – get this wrong and the IRS will be very happy at your expense.
- How to create opportunities to supercharge your Roth conversions for maximum benefit.
- The tax saving alternatives to Roth conversions and the combination strategies that could save you tens if not hundreds of thousands of dollars over your lifetime.
- and so much more...
Hi! I'm Travis Echols...
The owner of Echols Financial Services in Cumming, GA. I’ve been helping people retire with confidence and success for over 20 years by specializing in highly-effective financial strategies for diligent savers.
This Checklist could save you tens or hundreds of thousands of dollars in retirement.
With it, you have a step-by-step process for determining if you should do a Roth conversion and a way to estimate what amounts at what times will benefit you most and protect you from the IRS’s crushing taxes in retirement. Use and enjoy!
Getting the most from retirement is only a click away...
