RETIREMENT
An account is considered tax-free if there is no federal or state tax due on income earned in the account when it is distributed or withdrawn.
It is through special types of investment vehicles that money can be invested and grow without owing future taxes on that growth, even when you withdraw the funds to spend.
Many people mistakenly assume traditional IRAs, 401Ks, TRSs, 403Bs,TSPs and other retirement plans are tax-free accounts.
While it is true that the money invested into these traditional retirement plans are allowed to grow free from taxes, the account is actually a tax-deferred account, meaning that the taxes are only delayed.
We use a specific IRS code to leverage Indexed accounts to set up your tax free retirement account. In traditional retirement planning as mentioned above, withdrawals are subject to income taxes.
Because of the required minimum distribution (RMD) rules, by the time the account owner turns 72 withdrawals must be made and thus taxed. With a tax-free account, no taxes are due as long as the rules are followed.
Our advisors will run a NO COST comprehensive comparison using our investment vehicle against what your currently investing in and our product has a minimum guarantee built in regardless of market loss.
Click the link above and one of our advisors will reach out to see if you qualify for a tax free retirement account today.
Trinity Retirement Solutions
20860 N Tatum Blvd, Phoenix, Arizona 85050, United States
(800) 254-0812
Hours
Mon - 09:00 am – 05:00 pm
Tue - 09:00 am – 05:00 pm
Wed - 09:00 am – 05:00 pm
Thu - 09:00 am – 05:00 pm
Fri - 09:00 am – 05:00 pm
Sat - By Appointment
Sun - By Appointment
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