Tax-Free Retirement

 

Have you ever been told that you can invest for retirement and not be responsible for paying taxes on the income that is generated from that investment? Most people have not been made aware of this. This is for a myriad of reasons, and also many investors are aware of the ROTH IRA options that do exist (those are fantastic financial tools), but we want another method which we think also has a number of other benefits in addition to simply growing the investment account as much as possible to have the opportunity to be highlighted. We also prefer our method of utilizing these instruments for the objective of achieving a reliable, steady, and tax-free income for life as to the ROTH IRA due to the fact that there are less of the limitations in funding these type of accounts. So, instead of simply postponing tax day for the accounts earmarked for retirement, we want to eliminate tax day, all while completely following IRS rules and guidelines!

 

Picture this:

 

You start to save for retirement thinking that one day you will have enough to live off of (hopefully) for the rest of your life, and then when the day comes when you can finally retire, you realize that around 20-30% of your money is effectively gone due to taxation! Most people are unaware are ill-prepared to face the realities of the tax implications of their retirement distributions and also with Qualified accounts you absolutely HAVE to start taking distributions starting when you are 70 ½ years of age! Oh and let us not forget that, If you really want to grow the money in a traditional retirement account, you more than likely will have much exposure to market volatility along the way (putting your hard-earned savings at risk of loss).

 

Don’t fall into the retirement trap. Let us show you how to grow your retirement fund with markets like gain possibilities and no risk of loss due to market volatility with the ability to draw from that accounts in retirement without having 20-30% of it going out as taxes. Also, the unique thing about our Tax-Free Retirement Income Accounts is that they will provide a death benefit payout to the account holders beneficiaries in the unfortunate possibility that the person passes away before reaching retirement. Those benefits would also be tax-free.

 

Avoid the Retirement Trap and reach out to us for more information!