TFRA

TAX- FREE RETIREMENT ACCOUNT

The TFRA Program

A Path To Earning 30-40 Times More Interest

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What is a TFRA?
(Tax-Free Retirement Account)

An account is considered tax-free if there is no federal or state tax due on income earned in the account both when: (1) income is earned and (2) when it is distributed or withdrawn. Through these types of accounts, you can invest and grow money without owing future taxes on that growth -- even when you withdraw the funds to spend.

Why hasn’t my financial advisor ever told me about this?

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 similar tax-deferred retirement account.

With a Tax-Defered 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’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.).

With a Tax-Free TFRA Account...

  • You never pay taxes on growth, Ever. ( This is 100% legal if your TFRA is set up to be compliant with current IRS tax-code.)

  • You can deposit as much as you want. (No contribution limits - every cent in grows tax-free)

  • ​You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account)

  • Your growth is guaranteed. (When TFRAs are opened, growth is set & guaranteed for 1 year - last year, qualified individuals earned between 3-7%)

  • Your money is 100% liquid. (Money deposited & earned can be cashed out any time - without penalty - again tax-free because it’s not “income” )

To see if you qualify, complete the survey on the next page
30 Seconds To Apply and Pre-Qualify
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