The Tax-Free Retirement Account

Introducing the TFRA (Tax-Free Retirement Account): Why hasn’t your financial advisor ever discussed this with you?

Reason 1: Many financial advisors are unaware of the existence of such an account and how to legally establish it as tax-free for the account holder.

Reason 2: Most financial advisors typically recommend financial products that their contracted companies instruct them to promote.

As a result, fewer than 0.07% of Americans currently have a TFRA account, while over half the population holds taxable 401(k) or similar tax-deferred retirement accounts.

With a Tax-Deferred 401(k) or IRA:

You must pay taxes, either upfront or upon withdrawal, resulting in significant tax liabilities.
Your funds are not readily accessible, and early withdrawals incur penalties.
Contributions are limited by funding caps. If a person wants to save more, they can’t.
Your investments are subject to market volatility. This means a person can lose all their money.

With a Tax-Free TFRA Account:

You enjoy tax-free growth on both your principal and earnings, provided your TFRA account is structured correctly in accordance with current IRS tax codes.
Your loved ones are permanently shielded from your final expenses with our program.
You can earn 30-40 times more interest compared to a regular bank account, historically yielding 2-7% annually.
Your interest rate is guaranteed, regardless of market fluctuations.
Your funds remain liquid, allowing you to withdraw any amount at any time without penalties.
There’s no requirement to report earnings to the IRS, as income within this account is not classified as “income” by the IRS.

And the advantages don’t stop there…

But wait, is this too good to be true?

Not at all! In fact, TFRA accounts are not a new investment strategy. Wealthy individuals and families have utilized these accounts for over a century to amass and pass on fortunes in a legally tax-free environment.

Prominent figures such as President John F. Kennedy, Presidents Taft, Cleveland, McKinley, Harding, and FDR (who held a significant portion of his estate within his account), as well as John McCain, have all utilized similar accounts.

The key question now is...

Do You Qualify For A Tax-Free Retirement Account?

A TFRA account is not exclusive to the super-rich. However, it can only be established if you or your family meet the necessary qualifications.

To be eligible for qualification, it is requisite to maintain a minimum monthly savings commitment of $1,000.00, without any upper limit, or alternatively, initiate a lump-sum deposit amounting to $100,000.

To determine if you qualify for a TFRA, simply request to be connected with an approved advisor from our network using the button below.

Connect with a TFRA Advisor Today

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