Reason 1: Most financial advisors don’t know accounts like TFRAs exist - nor, how to structure one to be legally tax-free for the account holder.
Reason 2: Most financial advisors recommend financial vehicles their company tells them to recommend.
And as a result, less than 0.07% of Americans have what I call a tax-free "TFRA" account — while more than half the population has a taxable 401(k) or “contribution-limited” Roth IRA.
With a Fully Taxed 401(k):
With a Roth IRA:
With a Tax-Free TFRA:
And there are many more wonderful fiscal things you can do with an account like this...
But!...
Is It “Too Good To Be True,” You Ask?
Nope. It’s very real.
In fact, an Account like a TFRA is not a new investment strategy.
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.
President John F. Kennedy had an account like this.
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...)
Even John McCain used his account to fund his electoral campaign back in '08.
The only question is...
Do You Qualify For A Tax-Free Retirement Account?
A TFRA account 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 30 second survey below.
To see if you qualify, complete the survey below:
30 Seconds To Apply and Pre-Qualify
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