Tax Free Retirement

 

A tax free retirement should be the number one goal of your retirement strategy.

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It's never too early to consider your retirement years.

Learn more about how a tax free retirement can put your ahead of the curve.

 

Our most frequently asked questions on tax free retirement

Is a tax free retirement possible?

Not only is a tax-free retirement possible, but it should be your goal when planning for your retirement.

When will I have to pay taxes with a tax free account?

We know that taxes and death are certain, so you should prepare accordingly.  Pay taxes before making contributions to a tax-free retirement so your growth can avoid taxes.

Can I easily invest in a tax free account if I'm just getting started?

Whether in a defined contribution account or with a self directed IRA, a little basic knowledge can go a long way toward funding your retirement well.

Is a Tax Free Retirement Really Possible?

The TFRA (Tax Free Retirement Account) is one of the least known secrets to average investors.

 
You might not have heard about this type of account because most financial advisors don't know they exist.

 

The ones that do either don't know how to set it up so it's legally tax free for you or they'll point you to other products from companies they're contracted to work with.

 

In both scenarios, you lose.
  • Is it really tax free?

  • Can I easily get and use the money?

With the tax free retirement account, you don't pay taxes on principal or growth. Ever. Compare this to a traditional 401K or IRA account, where you'll either pay taxes before or after investing.

All money put into and made in your account is cash that you can withdraw in any amount, at any time, without penalty. Compare this to investments in traditional accounts where you're penalized at current tax rates, as well as penalized for early withdrawls based on age.

  • Is the interest rate guaranteed?

  • How do I report these earnings?

Your money grows at the same yearly rate as when you opened your account, even if the market crashes. This differs from 401K and IRA accounts that match the movement of the market, both it's ups and downs.

The IRS doesn’t classify income as “income” inside this kind of account. The income contributed and earned within traditional retirement accounts must be accounted for by the IRS.

Curious to know if you qualify for a tax free retirement account?

Fill out the form below and we'll contact you to find out!