Retirement Guides

 Checklists

The Five Actions Millionaires Should Take Now 
to Avoid Crushing Tax Rates in Retirement™
In This Free 2-Page Checklist, I’ll Show You…

How to prepare now to maximize your future retirement income and minimize your lifetime taxes without worry and costly mistakes so you can enjoy your ideal retirement.
  • The vital first step in preparing for a successful retirement
  • ​The powerful saving tip that will give you tax control in retirement. 
  • ​The truth about Social Security and taxes
  • ​The single most overlooked element in financial planning 
  • ​A common mentality that could cost you tens of thousands of dollars over your lifetime. 
  • ​and so much more...
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The Nine Important Ages for High Net Worth Retirees
The Millionaire's Retirement Roadmap Checklist™ 
In This Free 4-Page Checklist, I’ll Show You…

How to be prepared at every important age in your retirement journey to seize opportunities and avoid costly mistakes so you can enjoy the life you want to live now and in the future.
  • ​The ages to gain greater investment and tax control over your 401k savings
  • ​The critical ages for millionaires to consider risk pooling 
  • ​The retirement age at which you can make a tax deduction from your IRA 
  • The most opportune ages to drastically reduce your lifetime taxes. 
  • ​The ages of opportunity around maximizing your Social Security income 
  • ​and so much more...
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The Millionaire's Roth Conversion Checklist™
Ten Steps to a Successful Roth Conversion to Avoid Crushing Taxes in Retirement and Beyond
In This Free 2-Page Checklist, I’ll Show You…

How to do smart Roth conversions so you too can protect yourself from crushing future taxes in retirement and your heirs from a future ticking tax time bomb.
  • The first steps to discover if a Roth conversion makes sense for you 
  • The income withdrawal strategy that may save you more money than the Roth conversion
  • The big mistakes around "how much" and "when" to convert
  • ​How to supercharge your Roth conversions 
  • ​The tax saving alternatives to Roth conversions 
  • ​​and so much more...
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Plus get a free ticket to Travis's training resources and emails to help you retire with success and confidence.

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 Short PDF Books

How to Maximize Your Social Security Income
This free educational PDF book covers the basics for getting the most out of Social Security retirement benefits. You'll learn how to do six things:
  1. Understand how your retirement benefit is calculated
  2. Consider taking benefits later
  3. Reduce taxes on your benefits
  4. Discover which claiming strategy is best for you
  5. Expect future changes
  6. Make Social Security decisions in the context of your overall retirement income plan
    After reading this short book, you will be better informed and equipped to choose the retirement income strategy that is best for you.
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    Plus get a free ticket to Travis's training resources and emails to help you retire with success and confidence.

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    How to Invest in Stocks and Bonds During Retirement
    This free educational PDF book covers the basics for investing in retirement.

    You’ve worked for money all your life. You’ve been a diligent saver. Now it’s time for your money to work for you without taking on too much risk. You'll learn how to:
    • Navigate the Retirement Danger Zone
    • Reduce Your Stock Market Exposure Without Sacrificing Return
    • Use Bonds to Lower Your Risk and Increase Your Income
    After reading this short book, you will be better informed and equipped on how to invest in stocks and bonds during retirement.
    Download Now ->

    Plus get a free ticket to Travis's training resources and emails to help you retire with success and confidence.

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    How to Retire Forever on Your Investments
    This free educational PDF book covers the basics for withdrawing investment income for life.

    Running out of money in retirement is not an option. Neither is it a winning strategy to leave a mattress stuffed full of money that you could have enjoyed.  You'll learn about:
    • Investing for Income in Retirement
    • The 4% Rule
    • Three Steps to Safely Maximize Your Portfolio Income
    After reading this short book, you will be better informed and equipped on how to withdraw money from your investments in retirement.
    Download Now ->

    Plus get a free ticket to Travis's training resources and emails to help you retire with success and confidence.

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    How to Lower Your Taxes in Retirement
    This free educational PDF book covers various ways to lower your lifetime tax bill in retirement. The strategies are based on the latest tax laws under the Tax Cuts and Jobs Act of 2017, the SECURE Act of 2019, and SECURE 2.0 of 2023.

    Every dollar you can save in taxes is another dollar you have to fund your goals and dreams. In this paper, you will learn about:
    • Challenges for retirees under the new tax laws
    • Charitable giving strategies
    • Tax-saving investment strategies
    • Tax-saving withdrawal strategies
    After reading this book, you will be better informed and equipped on how to lower your taxes in retirement. 
    Download Now ->

    Plus get a free ticket to Travis's training resources and emails to help you retire with success and confidence.

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