Tax-Free Retirement Accounts
Reason 1: Most financial advisors don’t even know about this, Nor, do they know how to utilize and structure it to be legally recognized by the IRS as tax-free.
Reason 2: Most financial advisors recommend financial vehicles that pay them the highest commissions rather than put your interest at heart.
Reason 3: The advisor can’t charge you yearly management fees so it’s not worth it for them to use it.
As a result, less than 0.07% of Americans have what we call a tax-free "TFRA" account — while more than half the population has a taxable 401(k) or other tax-deferred retirement account.
You have to pay taxes: Taxes will go up as the country's debt increases
(Would you rather pay taxes on your seed or your harvest?)
Your money is not liquid: You can’t access your money any time you want, and if you do, you’re fiscally penalized.
Your money is not guaranteed and protected: The money in your 401(k) or IRA moves with the market and has very limited to no downside protection.
You are limited on how much to contribute: You have an annual funding limit.
You MUST take money out (RMD): RMD starts at age 72 (You will be penalized 25% of the RMD if you do not take it)
You are required to report earnings to the IRS: You are in partnership with Uncle Sam.
You do not pay taxes on gains, Ever: Keep 100% of your hard-earned money if your TFRA is correctly set up and structured according to current IRS tax-code.
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.
You have no contribution limit: Deposit as much as you can.
Your money is Liquid: Your account gains and value can be accessed without penalty with no time restrictions.
Your money is guaranteed and protected: Regardless of how the market performs, you will have the peace of mind knowing that you will never lose money and is 100% protected from all creditors.
You never report your income to the IRS, Ever: The IRS does not classify money from this TFRA as "income"
And there are many more wonderful fiscal things you can do with an account like this…
BUT...
Nope. It’s very real.
In fact, an Account like a TFRA is not a new investment strategy.
They have been used by wealthy individuals and families for over 100 years to build, and then pass on fortunes in a legally tax-free environment.
Presidents John F. Kennedy and BENJAMIN FRANKLIN had an account like this.
So did Theodore Roosevelt, Babe Ruth, Cleveland, McKinley, Harding, and FDR (FDR, in fact, held a large portion of his estate--$562,142 or over $7 million in today’s dollars—inside his account…)
Even presidential candidate John McCain used his account to fund his electoral campaign back in '08.
A TFRA is NOT available just to the super-rich…
However, an account like this can only be technically set up if you or your family qualify for it.
To discover if you qualify for a TFRA, take our 15-second survey below.