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TAX FAVORED RETIREMENT

Tax Favored Retirement Plan

PROVEN BY:

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less than 1 in 10 Americans that are aware or have been exposed to the types of strategies shown below. Chaos in the economy and work environment in 2020 has driven a mass number of Americans to adopt tax favored retirement strategies, citing the potential extreme change in tax rates as the primary reason. We are seeing growing numbers of American repositioning contributions from what were once the premiere retirement vehicles, the 401(k), 403(b) and IRA, to these or other tax-deferred vehicles.

Most financial advisors are too busy selling one product or one vendor and therefore are not aware of these types of tax-favored strategies.

Most advisors do not understand the intricate tax codes associated with or the process to ensure the strategies remain legally tax-favored producing TAX-FREE CASHFLOW.

THE PROBLEMS

WILL YOUR RETIREMENT INCOME LAST?

This results in less than 1 in 10 Americans that are aware or have been exposed to these types of strategies. Chaos in the economy and work environment in 2020 has driven a mass number of Americans to adopt these strategies, citing the potential extreme change in tax rates as the primary reason. We are seeing growing numbers of American repositioning contributions from what were once the premiere retirement vehicles, the 401(k), 403(b) and IRA, to these or other tax-deferred vehicles.

The downside of 401(k), 403(b) and IRA’s

> You will be required to pay taxes

> You are required to report the earnings and income to the IRS

> Your funds are NOT guaranteed

> Your money is not liquid

> Contribution limits

BENEFITS OF TAX FAVORED PLANNING

With Tax-Favored Planning

You won’t pay taxes on growth or principal, and in compliance with IRS tax code. Historical returns have been in the 2 to 5 times that of inflation range.

Each strategy is customized to the client’s needs.

Your interest rate is guaranteed (— even if the market crashes). Your money is liquid.

TAX FAVORED PLANING

> You won’t pay taxes on growth or principal

> Earn a fair and reasonable rate of return

> Your interest rate is guaranteed

> Your money is Liquid

> You are not required to report earnings to the IRS

TOO GOOD TO BE TRUE?

Nope. It’s very real. In fact, accounts like these have been used by wealthy individuals and families for centuries. They take 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, and FDR (FDR, in fact, held a large portion of his estate).

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