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SERVICES
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1. FOR BUSINESS OWNERS
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Offer a retirement alternative at no additional cost to your business.
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Business owners partner with Leverage to add retirement options to their employees that are different from the traditional 401K/IRA options.
For Business Owners Who:
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Currently offer 401K & have low participation.
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Do not currently offer any retirement options.
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Want to offer a safe, predictable, tax-free retirement option?
2. Retirement Income solutions:
High-Income earners $250K-$1M+
3. High-income earners :
$250K-$1M
4. Wealth Reallocation:
$1M+
SOLVING FOR LOSSES
Problem:
Traditional options like the IRA/401K accounts are exposed to market decline.
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Detrimental to your retirement income and security
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Must wait for the market to recover to its previous point before gains begin again
Solution:
We need to eliminate any exposure to market downturns.
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Insure your retirement income by removing risk.
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Maximize your market returns.
TFRA Delivers What a 401k Doesn't
No Stock Market
Risk
No Contribution
Limits
No Age
Restrictions
Penalty-Free Access to Your Money
No Withdrawal Penalties (Loans)
Market Like
Returns
Money Grows
Tax-Free
Tax-Free Retirement Income
No RMD's
Death Benefits & Living Benefits
Minimal Fees If Structured Properly
Non-Qualified Funding Only
TFRA REMOVES LOSS & TAXES
So why is the TFRA the Best Tax-Free Retirement Income Strategy
MUNICIPAL BONDS
Low Returns
No Market Risk
Tax Free
ROTH IRA
Stock Market Risk Downturns
Funding Limits
Tax Free
TFRA
No Market Risk of Loses
Virtually No Limits
Tax Free
ZERO TAXES
As your money grows.
ZERO TAXES
When the money is distributed to you in retirement.
ZERO TAXES
On your estate and inheritance when you die.
Your beneficiary pays
ZERO TAXES
TAX-FREE RETIREMENT ACCOUNT VS. 401K
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