The TFRA is not a financial secret. People that make over a certain income cannot even invest in a ROTH. And many that invest in a 401k are maximizing it out to the federal guideline limits. So what does that tell you? The people that have the answers know them and the folks that don't need them!

 

Most financial advisors don't know that an account like this exists, nor do they know how to set it up legally. Most advisors have to recommend products that their company represents and or recommends. As a result, less than 3% of the population has a tax free account while more than half the population has a taxable 401K or similar tax deferred retirement vehicle.

 

With a Tax Free Deferred 401k or IRA…

• You have to pay taxes

• Your money is not liquid

• You are limited to how much you invest

• Your money is not  guaranteed 

• You are required to report your earnings to the IRS

 

With a Tax Free Account…..

• NO taxation on growth or principal. EVER (if set up structured according to IRS tax codes)

• You earn 30 to 40 times more interest than a regular banking account

• Guaranteed interest rate 

• Your money is liquid

• No Market losses

• Guaranteed death benefit that never expires

• Guaranteed lifetime income

• Living Benefits

• No contribution limits

 

Is it “Too Good To Be True” 

• These accounts have been used by wealthy individuals and families for over 100 years. They’ve been used to build then pass on fortunes in a legally tax free environment 

• Presidents JFK, Taft, Cleveland, Harding, and FDR have utilized these accounts to fund their campaigns 

 

Do You Qualify For A Tax Free Retirement Account 

• A TFRA account is not available to just the super rich

• However an account like this can only be created if you or your family qualify for it 

 

Contact us today and see if you qualify!