Reason 1: Most financial advisors don’t know that an account like this exists. Nor do they know how to set it up to be legally tax-free for the account holder.
Reason 2: Most financial advisors recommend financial vehicles that the company they've contracted with tells them to recommend. They are captive and restricted to only sell you what they offer.
As a result, less than 0.07% of Americans have what we call a "Retirement Ready" account set up—while more than half the population has a taxable 401(k) or similar tax-deferred retirement account (403B, 414, 457, TSP, IRA, and solo 401k)
You don’t pay taxes on growth or principal. Ever. ( This is 100% legal if your retirement ready income account is set up correctly, and structured according to current IRS tax-code.)
You can earn 30-40 times more interest than with a regular bank account. (Historically, qualified individuals earned 2-7% a year.)
Your interest rate is guaranteed ( Your money grows at the same yearly rate as when you opened your account— even if the market crashes).
Your money is Liquid (All money put into and made in your account is cash—you can withdraw any amount—at any time—without penalty).
You are not required to report earnings to the IRS (The IRS doesn’t classify income as “income” inside this kind of account. Not Uncle Sam’s Business.)
And there are many more wonderful fiscal things you can do with an account like this...
Your money is protected from every lawsuit type
But...
Nope. It’s very real.
In fact, an Account like a Tax-Free Retirement Ready Account is not a new investment strategy.
Accounts like these have been used by wealthy individuals and families for over 100 years to build, then pass on fortunes in a legally tax-free environment.
President John F. Kennedy had an 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.
Walt Disney funded his employee's salaries using this account.
So many other billionaire business owners circumvent paying taxes because they use these types of plans for their executive bonuses.
The only question is...
A Tax Free Retirement Ready 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 Tax Free Retirement Ready Account, take our 30 second survey below.