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Your Checklist will arrive in your inbox in about 12 minutes. In the meantime watch this short but important 4:37 minute video I made for you:
Want to Accelerate Your Results with Some Custom Help?
Schedule Your Complimentary 15-minute call
So, if you have accumulated investment and retirement assets of a million dollars or more (excluding real estate) and are retired or close to retirement, I want to GIFT you a complimentary 15-minute call.
During the call, we can discuss the important age milestones as they apply to your personal situation. My goal is to help you be prepared for your next important retirement age milestone.
Here's What You Get
15-Minute Milestone Call
During this call, we can discuss which age milestone you are facing next and how you can be fully prepared for it. We can discuss the key elements of my checklist as they apply to your situation and goals.
- The big difference in 401k and IRA withdrawal rules at certain ages
- The 401k rollover age while you are still working
- The retirement age that allows a tax deduction from your IRA
- The retirement ages you can drastically reduce your lifetime taxes
- The ages of opportunity around maximizing your Social Security
My goal is to help you seize opportunities and avoid costly mistakes so you too can be confident that you are prepared for the life you want to live now and in the future.
For Those Who Want to Go Deeper
Retirement and Tax Assessment
[$5000 Value Yours FREE!]
After the call, if you want to go deeper, you can take the next step in our process designed to help you make your retirement a success.
For those who are potentially a good fit to become a client, there is no cost or obligation for this Retirement and Tax Assessment [valued at $5000].
We want you to know exactly how we will help you improve your retirement and reduce your tax bill before paying us a single dollar.
You will finish this assessment process knowing exactly where you stand in all four of the key areas of retirement success.
Learning our process will also give you a framework by which to evaluate other firms you may be considering.
Why would we make this offer?
You might be wondering why we are making this offer.
The reason is that we have found this process to be the best way to help you evaluate the value of our services and make an informed decision about hiring our firm.
Special Bonus for You
Get Travis Echols' Book on Reducing Your Taxes in Retirement
NO COST TO YOU!
[$20 Value on Amazon yours FREE...and the strategies in this book could save you tens or hundreds of thousands of dollars over your life-time.]
This 140-page book was written to be read in about an hour.
Enter Your Mailing Address Where You Want Me to Send the Book...
Physical Book - How to Reduce Your Taxes in Retirement
Learn How to Avoid Crushing Tax Rates in Retirement and Keep More of Your Money
THERE IS A TAX TSUNAMI COMING YOUR WAY.
ARE YOU READY?
Many high net-worth retirees are unaware of the tax tsunami coming their way when the combination of Social Security, pensions, and/or required distributions from their here-to-fore untaxed retirement accounts skyrocket their taxes during their golden years.
Seldom is strategic long-term tax planning done—and this one mistake can cost millionaires tens or hundreds of thousands of dollars in unnecessary taxes over their lifetime. But this doesn't have to be you. With this book, you'll discover:
- The importance and rarity of tax planning (versus tax return preparation)
- Creative, proven strategies that will make the biggest impact on your lifetime taxes
- The truth about Social Security and taxes (and it's probably not what you think)
- and so much more...