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Business Owners

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TFRA for Business Owners

How business owners can offer their employees a risk-free and tax-free retirement alternative based on the correct IRS tax codes.

Tax-Free Retirement Account:

How to properly use the rules and laws of insurance to build and protect tax-free retirement income for life legally.

  1. ​The three retirement killers hurting your employees (and how to avoid them).

  2. Why 75% of Fortune 500 companies in America offer TFRA.

  3. The three critical factors to retiring confidently.

  4. No business costs, no administration fees, no match contribution.

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Problems with the Traditional Retirement Approach:

• Large business expenses: Cost, administrative fees, matching contributions, etc..

• Unavoidable Market Risk and Loss.

• Unnecessary Taxes.

• No access to your money until age 59 and 1/2. (without penalties and fees)

• Outliving your money: 43% of people outlive their retirement money.

 

Strategies:

• Legally remove stock market risk based on the correct IRS laws and tax codes.

• Use the IRS rules to shelter your money from all unnecessary taxes (no capital gains or income distribution tax in retirement.)

• Access to your money is entirely tax-free at any age for any reason and penalty-free after the first 12 months.

• Create a lifetime tax-free—7%-10 % annual tax-free income distribution for life by using the correct policy type and IRS codes.

Results:

• Safe, stress-free retirement saving with market returns.

• Eliminate all unnecessary taxes.

• Utilize lifetime tax-free income and never outlive your money.

This is the leverage you need for the retirement your employees deserve.

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