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SERVICES

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FOR BUSINESS OWNERS.

  • Offer a retirement alternative at no additional cost to your business.

  • 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:

  • Currently offer 401K & have low participation.

  • Do not currently offer any retirement options.

  • Want to offer a safe, predictable, tax-free retirement option?

In a Meeting
Business Conference

TFRA DELIVERS WHAT THE 401K DOESN’T

  • No Stock Market Risk or loss.

  • Penalty-Free Access Before Age 59 and 1/2

  • Lifetime Income Option - Never Outlive Your Money

  • No income limitations or contribution restrictions.

  • Tax-Free retirement income.

  • Tax-Free Transfer to your Heirs/Beneficiaries.

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

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Tax Free

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ROTH IRA

Stock Market Risk Downturns

Funding Limits

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Tax Free

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TFRA

No Market Risk of Loses

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Virtually No Limits

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Tax Free

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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

SOLVING FOR LOSSES:

Problem:

Traditional options like the IRA/401K accounts are exposed to market decline.

  • Detrimental to your retirement income and security

  • Must wait for the market to recover to its previous point before gains begin again

Brainstorming
Business Networking

Solution:

We need to eliminate any exposure to market downturns.

  • Insure your retirement income by removing risk.

  • Maximize your market returns.

TAX-FREE RETIREMENT ACCOUNT VS. 401K

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