They can reduce your 401k/qualified plan by as much as 35% to 50%. Do you know how MUCH your 401k will provide in retirement, or when it may run out? Would you like to find out?
The TFRA program (The 401k Alternative) on the other hand is Guaranteed to be:
The video shows a mathematical side-by-side comparison of a 401k vs. a TFRA.
Enlarge the screen for best viewing.
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I'm not here to "SELL" you. You’re already sold on saving for retirement; now it's time to explore your options, and make an educated, informed decision, where to save money for retirement.
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TEFRA, DEFRA, and TAMRA are three pieces of U.S. legislation that have significant implications for life insurance policies:
These acts collectively impact how life insurance is defined, the calculation of premiums, cash value, and death benefits, and they establish rules to prevent the use of life insurance as a tax shelter. Understanding these rules is crucial for policyholders and agents to avoid adverse tax consequences and to maximize the financial benefits of life insurance policies1.
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