Future Workshop

Educational In-Person Masterclass 

'Hatchet Strategy' Tax-Cutting Workshop 

for Retirees aged 60 to 72 


Our recent Workshop in March 2024 was such a huge success that we are planning to offer it again.


Register below and we'll be sure to invite you to this unique and exclusive 90-minute Masterclass.     

Workshop - Future Interest

Plus get a free ticket to Travis's training resources, emails, and Retirement & Tax Letter to help you retire with success and confidence.  Privacy Policy: Your information is 100% secure. 

The Hatchet Strategy could make a huge difference in your quality of life in retirement. Want to see how well it can work? I'll give you three examples:


  • One couple in their early 60s is using the hatchet strategy to reduce their estimated lifetime taxes by more than $400,000. (Hint: In the first year of retirement, they did a $65,000 Roth conversion paying only 5.6% in taxes.)


  • A recently retired worker used The Hatchet Strategy to pay only $75 total taxes on an income of $101,000.


  • A couple in their mid-60s is using the hatchet strategy to save over $2,000,000 in estimated lifetime taxes.


Naturally, I can't promise you that this strategy will save you $2,000,000, but I will show you how it works in the masterclass.*


  Who Should Attend?

This workshop is designed for you if you have concerns or goals related to:
  • Being aged 60 to 72 with retirement savings over $500,000 and facing high taxes in the future due to Required Minimum Distributions (RMDs) combined with other income.
  • Taking advantage of the lower TCJA taxes before their scheduled expiration in 2026
  • Protecting your Social Security from high taxes, such as the "Social Security tax torpedo."
  • Mitigating the "widow tax penalty" in case of divorce or the loss of a spouse.
  • Navigating the new 10-year beneficiary IRA distribution tax law.
  • Coordinating Roth conversions, investments, and other income sources for optimal retirement and tax outcomes.
  • Exploring strategies to retire earlier without compromising your lifestyle.

In this workshop, I'll show you...

  • The three lanes of financial advice (and the missing piece that can save you the most dollars)


  • The three B's of tax planning that should guide all your tax decisions  


  • The new rules on Required Minimum Distributions (RMDs) and the big mistake that can force you and your heirs into higher tax rates


  • The wrong-headed conventional tax advice that can backfire on you (I'll explain how this bad advice could cost you tens if not hundreds of thousands of dollars over your lifetime). 


  • The primary advantage you have over the IRS (if you neglect this, you could overpay the IRS year after year with no relief).


  • The key to having more tax control in retirement

 

  • ​The truth about the Social Security tax torpedo ...in which you could be paying tax rates above 40% if you plan wrong.


  • How to use the “Hatchet” Retirement Income Distribution model to supercharge Roth conversions for greater tax savings.


  • ​and so much more...



Hi! I'm Travis Echols...


I'm 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 workshop highlights one of my favorite tax strategies for retirees. The reason is because it could literally save you tens or hundreds of thousands of dollars in retirement.


The information you'll get in this workshop can help you create a personal financial plan that maximizes your retirement benefits and minimizes your lifetime taxes.


I look forward to seeing you there!

Bonus for Attendees


All workshop participants will receive a workbook and a complimentary copy of my book, "How to Reduce Your Taxes in Retirement," freshly updated for 2024. 

This exclusive in-person masterclass will not be recorded and what Travis will share with you could greatly impact your financial future.






*This workshop is for educational purposes only. While we specialize in tax planning for retirees, please note we do not offer specific tax services (such as preparing and filing tax returns, corresponding with the IRS, representing taxpayers under audit, and rendering written tax advice); so, you will want to consult your tax preparer and financial advisor before implementing any tax planning strategies introduced here. (I have found over my 20 years of experience that this team approach to tax planning and tax preparation works best.) Any reduction in taxes would depend on an individual’s tax situation. The author of this workshop has taken great care to thoroughly research the information provided here to ensure that it is accurate and current. Nonetheless, the content in this email or workshop is not intended to provide tax, legal, accounting, financial, or investment advice, or advice of any nature. Past performance is not a guarantee of future results. Readers are advised to seek out qualified professionals who provide advice on these issues for specific client circumstances. Please note that for any hypothetical example, there are many inherent limitations. There are frequently sharp differences between hypothetical results and the actual results subsequently achieved by any particular strategy due to each person’s unique financial or tax situation. Echols Financial Services, Inc. is a fiduciary, fee-only, retirement & tax planning company in Cumming, GA. Investment Advisory Services are offered through JT Stratford, LLC. JT Stratford, LLC, and Echols Financial Services, LLC are separate entities.

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