In This Free 4-Page Checklist, I’ll Show You…



• The big difference in 401k and IRA withdrawal rules for early retirees [if you miss this one you can pay a mountain in unnecessary IRS penalties].

• ​The simple but powerful strategy to help you gain greater investment and tax control over your 401k savings...while you are still working. 

• ​The critical ages for millionaires to consider risk pooling (and it’s probably not what you think). 

• ​The retirement age at which you can make a tax deduction from your IRA and the most opportune retirement age bracket to drastically reduce your lifetime taxes. 
  

• You can never change your Social Security once you file, right? Wrong! We'll explain the ages of opportunity around maximizing your Social Security income even if you have already filed

• ​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 (which is part of my 4 key areas of retirement success) can save you tens of thousands of dollars...not to mention the time and energy you could have used enjoying your retirement.

With it, you can eliminate regrets and costly mistakes because you will be prepared at each important age in your retirement journey for the life you want to live now and in the future. Use and enjoy!