Wealthy Americans Are Rushing To Set Up Tax-Free Retirement Accounts
Wealthy Americans Are Rushing To Set Up Tax-Free Retirement Accounts
How Can You Unlock Your Tax-Free Retirement?
Do you know who Ted Benna is? He founded the 401(k) along with the Revenue Act of 1978, which allowed employers to create tax-advantaged savings accounts for their employees. That’s right. 1978. Recent, isn’t it?
Now Ted Benna has regrets. He never intended for it to be the primary mechanism for retirement income, but rather a supplement to pensions.
86% of Americans have either a 401(k) and/or an IRA, but their retirement savings are exposed to two giant threats:
- Unnecessary taxes
- Risk of market loss
The most sophisticated investors know that taxes are one of the primary problems they must solve. Why? Because you‘ll live off after-tax dollars. Currently, taxes are at historic lows. So where do you think tax rates will be in 5, 10, or even 20 years? Likely higher…
What about the other risk? Market downturns…
The TFRA has a 0% floor, which means your investment never goes down in value.
This is the difference between a $100K investment in 2000 with a 0% floor vs. the traditional method of investing in the stock market.
The green looks pretty appealing, doesn’t it?
What about the other risk? Market downturns…
The TFRA has a 0% floor, which means your investment never goes down in value.
This is the difference between a $100K investment in 2000 with a 0% floor vs. the traditional method of investing in the stock market.
The green looks pretty appealing, doesn’t it?
Discover The Secrets To A Tax-Free Retirement During Your Complimentary TFRA Strategy Session
Remove Market Risk
Avoid Paying Unnecessary Taxes
Keep Your Money Liquid
Maximize your retirement in 3 easy steps
- Step 1
- Step 2
- Step 3
From there, we’ll help you get approved for this IRS-Approved strategy and set up your Tax-Free Retirement Account.
Customer Testimonials
Frequently Asked Questions
With a 401K:
❌ Your growth & principal is not guaranteed (most 401(k)s rise & fall with the market)
❌ You’re expected to shoulder all the risk
❌ You have limited/no access to professional advisors (or you’re not seeing a return on your costly advisors’ fees)
❌ You and your spouse aren’t guaranteed a dime of life-long income
With a Roth IRA:
✅ You don’t pay taxes on growth, but…
❌ You can only deposit $6,000 /yr
❌ Growth & principal isn’t guaranteed – like most 401(k)s
❌ Not liquid (same 10% early withdrawal penalty)
With a Tax-Free TFRA:
✅ You never pay taxes on growth, Ever. ( This is 100% legal if your TFRA is set up to be compliant with current IRS tax-code.)
✅ You can deposit as much as you want. (No contribution limits – every cent in grows tax-free)
✅ You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account)
✅ Your interest rate can be guaranteed. (Your money grows at the same yearly rate as when you opened your account— even if the market crashes)
✅ Your money can be liquid. (Your account growth and value— can be accessed in any amount—at any time—without penalty)
Walt Disney
He used a TFRA to fund Disneyland.
Ray Kroc
The founder of McDonald’s also used a TFRA to keep his business alive during the early years.
J.C. Penney
He used his TFRA to meet his payroll during the Great Depression.
Jim Harbaugh
The most famous coach in college sports will be able to take out $1.4 million a year in Tax-Free Income when he retires because of his TFRA.
And many many more (including Presidents and many major companies in the U.S.)…
REASON 1: Most financial advisors don’t know Tax-Free Retirement Accounts (TFRA) exist – nor how to structure one that maintains a tax-advantaged status for the account holder.
REASON 2: Most financial advisors only recommend the financial vehicles their company tells them to recommend.
Are you a high-income earner looking for additional retirement savings vehicles beyond the traditional?
Are you a business owner?
Are you looking for tax-advantaged growth and to be able to take tax-free withdrawals?
Do you have an old or underperforming 401K, IRA, TSP?
Do you want to participate in the growth of the stock market but don’t want the downside?
Or maybe…
You keep crunching the numbers and pushing your retirement dreams back year by year?
Yes? Then a TFRA could be right for you!
But to know for sure, you need to click below and drop us a note.
Do You Qualify For A Tax-Free Retirement Account?
