Tax Free Retirement

We can help you.

Taxes are increasing

Your 401(k) will be taxed later at some unknown rate.

No volatility

What happens when the market goes down?

Liquidity

With a 401(k) or IRA, you have limited access to your money until age 59 ½

Permanent Death Benefit

Your family is protected, no matter what happens.

Your Tax Free Retirement Plan

Most people don’t believe me when I say “tax-free”, but it’s true. A properly structured TFRA is truly 100% tax-free. This is not a new strategy. Wealthy families have used this type of account for decades to build tax-free wealth, generation after generation.

5 Reasons I Believe in the Tax-Free Retirement Account (TFRA)

I

Taxes are Increasing

Unless Congress acts taxes will automatically increase in 2026. If your only source of retirement savings is your 401(k), every penny of that money will be taxed later at some unknown rate. I want to help you prepare for the tax train headed your way.

I

No volatility

Although the past several years have seen market growth, what happens when it goes down again? With a TFRA, you are protected from market loss. Because your account value is locked in, when the market goes down you do not suffer a loss.

I

Liquidity

With a 401(k) or IRA, you have limited access to your money until age 59 ½. In the TFRA, your money is always liquid. You can access the cash at any age tax-free. Essentially, you are your own bank.

I

Living Benefits

Benefits you don’t have to die to access that work similarly to a long-term care policy. These benefits can help relieve the financial stress and bring peace of mind during a chronic, critical or terminal illness.

I

Permanent Death Benefit

Permanent coverage ensures your family is protected, no matter what happens or when. With the recent pandemic in mind, I encourage you to think about what would happen if you died too soon without a plan in place for your family.

%

of Working age individuals

have retirement savings of less than one year of income.

To maintain their standard of living in retirement, the typical working American needs to replace roughly

%

of pre-retirement income

Sources based on the data shared by Rex Nutting-Market Watch (2016), Surveys conducted by OnePoll for LifeHappens.org (2020), plansponsor.com article retirement concerns remain (2019).

Open Hours

By Appointment

Phone

Fax

228-206-0150

Email

kathy@mrg.life
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