Why hasn’t my financial advisor ever told me about this?
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.
Reason 2: Most financial advisors recommend financial vehicles that the company they've contracted with… tells them to recommend.
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.
With A Tax-Deferred 401(k) or IRA…
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 pay heavy penalties).
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 CRASHES 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.)
With a Tax-Free TFRA Account…
You don’t pay taxes on growth OR principle. Ever. ( This is 100% legal if your TFRA account is set up correctly, and structured according to current IRS tax-code.) Your loved ones are permanently protected from your final expenses with our program.
You earn 30-40 times more interest than with a regular bank account. (Historically, qualified individuals earned 2-7% a year.)
Your interest rate is guaranteed! ( Your money grows at the same yearly rate as when you opened your account— even if the market crashes).
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 the earnings to the IRS. (The IRS doesn’t classify income as “income” inside this kind of account. Not Uncle Sam’s Business.)
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 ISN'T just for the super-rich…
However: you can only have an account like this if you or your family qualify for it.
To find out if you qualify for a TFRA, just answer a few questions. Your answers will be given to an licensed and approved advisor to confirm your eligibility.
These questions take less than two minutes ...
The TFRA (Tax-Free Retirement Account): Make sure your sound is ON
These questions take less than two minutes ...
TFRA Pre-Qualify
Are you a resident of New York?
Yes
No
TFRA Pre-Qualify
What benefits of the TFRA are most important to you (check all that apply)?
Guaranteed Interest Rates
Tax-Free Retirement
No Tax Liability on Growth
Zero-Risk or Exposure to Market Downturns
Preservation of Capital
Question 1 of 7
TFRA Pre-Qualify
What investment strategies are you currently using (check all that apply)?
401(k)
IRA
Holding Cash
Active Trading
Self-Directed Brokerage Account
Real Estate
Question 2 of 7
TFRA Pre-Qualify
What is your current primary source of income?
Employed
Self-Employed
Business Owner
Retired
Question 3 of 7
TFRA Pre-Qualify
In general, how would you rate your health today?
Excellent
Good
Moderate
Poor
TFRA Pre-Qualify
Which follow-up method of communication would you prefer?
Phone Call
Text Message
Either (Phone or Text)
Question 4 of 7
TFRA Pre-Qualify
Please Enter Your First Name
Question 7 of 7
TFRA Pre-Qualify
Please Enter Your Last Name
TFRA Pre-Qualify
Please Enter Your Phone Number
Question 5 of 7
TFRA Pre-Qualify
Please Enter Your Email Address
Question 6 of 7
TFRA Pre-Qualify
Please Verify Your Zip Code
Congratulations, You Have Been Pre-Qualified For A TFRA (Tax-Free Retirement Account)
Your licensed, approved Representative, who will verify your info and answer all your questions is:
HERE'S WHAT HAPPENS NEXT:
The next step is to have a quick chat on the phone. Here are the 3 primary objectives for our call:
1. Answer the biggest question most Pre-Qualified TFRA applicants have: Is this real? (Short answer: Every year, 1000s of qualified individuals setup a TFRA, so it is very real. More on this when we chat.)
2. Understand if the TFRA strategy is right for you. (We have no interest is helping you set up something you don't need. In fact, we turn away over 70% of applicants simply because it doesn't make sense for their current circumstances and financial goals.)
3. Be as brief as possible because, above all else, we don't want to waste your time on something that isn't in your best interest. (We can usually determine if it makes sense to move to the next step in about 5 minutes.)
