The Tax-Free Retirement Account Program:
Why hasn’t my financial advisor
ever told me about this?
Reason 1: Most financial advisors don’t know this kind of account exists.
Reason 2: Most financial advisors don’t know how to structure this account to be 1) compliant with IRS tax code, and 2) legally tax-free for you—the account holder.
And, as a result, more than 50% of Americans have TAXABLE 401(k)s and/or TAXABLE Roth IRAS—while less than 0.07% of Americans have what we call a "TFRA" account set up.
With A Tax-Deferred 401(k) or IRA…
With a Tax-Free TFRA Account…
And there are many more wonderful fiscal things you can do with TFRA if you qualify for one.
Is It “Too Good To Be True,” You Ask?
No. They exist!.
Accounts like these have been created & structured for over 100 years so that wealthy individuals and families could build, then pass on fortunes in a legally tax-free environment.
President John F. Kennedy had a tax-free 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.
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 for a tax-free TFRA account, complete the survey below:
30 Seconds To Apply and Pre-Qualify
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