THE TAX-FREE RETIREMENT ACCOUNT (TFRA)

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WHY HASN'T YOUR FINANCIAL ADVISOR EVER TOLD YOU ABOUT THIS?

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Reason 1: Most financial advisors don’t know that an account like this exists. Nor, do they know how to set it up to be legally tax-free for the account holder.

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Reason 2: Most financial advisors recommend financial vehicles that the company they've contracted with… tells them to recommend.

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As a result, less than 0.07% of Americans have what we call a "TFRA" account set up—while more than half the population has a taxable 401(k) or similar tax-deferred retirement account.

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WITH A TAX-DEFERRED 401(K) OR IRA...

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• You have to pay taxes (upfront or at the end—either way you will be taxed heavily)

• Your money is not liquid (you can’t access your money any time you want, and if you do, you’re fiscally penalized)

• You are limited to how much you invest (plans with most tax benefits have funding limits)

• Your money is not guaranteed (the money in your 401(k) or IRA soars with the market, and goes down with the market)

• You are required to report your earnings to the IRS (everything in a 401(k) or IRA is, Uncle Sam’s business)

• You must take money out even if you don’t want to (Required Minimum Distributions (RMDs) start at age 72)

 

 

WITH A TRFA ACCOUNT...

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• You don’t pay taxes on growth or principal. Ever. (This is 100% legal if your TFRA account is set up correctly and structured according to current IRS tax-code)

• You earn 30-40 times more interest than with a regular bank account. (Historically, qualified individuals earned 2-7% a year)

• Your money is Liquid (All money put into and made in your account is cash—you can withdraw any amount—at any time—without penalty)

• You are not required to report earnings to the IRS (The IRS doesn’t classify income as “income” inside this kind of account. Not Uncle Sam’s Business)

• You have no annual contribution limits (Contribute as much or as little money as you want each year)

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And there are many more wonderful fiscal things you can do with an account like this...

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But...

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"IS IT TOO GOOD TO BE TRUE" YOU ASK...

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Nope. It’s very real.

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In fact, an Account like the TFRA is not a new investment strategy.

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Accounts like these have been used by wealthy individuals and families for over 100 years to build, then pass on fortunes in a legally tax-free environment.

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President John F. Kennedy had an account like this.

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So did Presidents Taft, 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...)

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Even John McCain used his account to fund his electoral campaign back in '08.

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