BOOKS

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Retirement Books

 The Millionaire's Retirement Roadmap Series

How to Reduce Your Taxes in Retirement
Creative Strategies to Avoid Crushing Taxes in Retirement and Keep More of Your Money
In this free 140-page Book (which you can read in about an hour), I’ll Show You…
  • ​The simple but powerful investment withdrawal strategy (that most retirees overlook) that could save you from leaving the IRS a big tip.
  • ​The truth about Social Security and taxes (and it’s probably not what you think) – get this wrong and the IRS will be very happy at your expense.
  • ​The big mistake that skyrockets retirees' taxes later in retirement. Even if you are great at accumulating assets in the first half of the game, what good is it if you lose it through unnecessary taxes in the last half of the game?
  • ​Never pay more in taxes than you have to in the current year, right? Wrong! We'll explain in this book how this mentality could cost you tens if not hundreds of thousands of dollars over your lifetime. 
  • ​and so much more...

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.

How to Retire Forever on Your Investments
An Evidence-based Method for Withdrawing a Lifetime Income from Your Investments
In this free 100-page Book (which you can read in about an hour), I’ll Show You…
  • ​The three simple but powerful steps to maximize your investment income in retirement.
  •  ​The truth about the "4% rule" (and why it likely doesn't apply to your situation).
  • ​The five essential ingredients of the "retirement income guardrail" strategy.
  • Why investing for retirement is so different from investing in retirement. Accumulating assets is the first half of the game, but what good is it if you run out of money in the last half of the game?
  • The four primary goals in your withdrawal strategy that must be balanced...(and they're probably not what you think).
  • How to know when you have enough...and the big mistakes you can make by not knowing.
  • ​and so much more...

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.

How to Invest in Stocks and Bonds During Retirement
An Evidence-based Approach to Investing for Today's Enormous Retirement Threats
In this free 130-page Book (which you can read in about an hour), I’ll Show You…
  •  ​How to align your investments to achieve your unique retirement goals...and how overly-simplistic investment models and funds can totally fail retirees
  • How to choose the proper types of stocks and bonds to give you the greatest probability of success (research that commission-based salesmen often unwittingly or "conveniently" omit to tell you).
  • ​How older investors who are unaware of the "retirement danger zone" can sabotage their retirement (both before and after they retire).
  • ​Why investing for retirement is so different from investing in retirement...and how a different mindset and investing skill set is needed.  
  • The seven steps for building an optimized retirement portfolio...and investment selection is the 6th step.  
  • ​and so much more...

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.

 How to Maximize Your Social Security Income
Avoid the Big Mistakes That Can Cheat You Out of What You Should Receive
In this free 112-page Book (which you can read in about an hour), I’ll Show You…
  • The most recent changes in Social Security...what you need to know.
  • The six steps to maximize your Social Security income (a step-by-step guide to lead you to your best filing option).
  • ​How to dodge the "Social Security tax torpedo" and capital gains tax bumps...so you don't leave the IRS a big tip year after year.
  • ​Five reasons you should not delay your benefits (and some of these reasons are not what you think).
  • ​What happens to your Social Security when you die -- and why you must take this into consideration to protect your spouse. 
  • Where to get help when deciding on Social Security (and how the understaffed, undertrained Social Security office could cost you thousands).
  • ​and so much more...

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.


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