Build Retirement Cash Flow Without The Market Risk
Who Benefits Most from a TFRA Strategy?
This planning approach is designed for individuals and families who:
Income Profile
- Own a business, professional practice, or multiple income-producing assets—or have excess income or cash flow you want to strategically save for future tax-advantaged retirement income.
- Earn $100,000+ annually (single) or $185,000+ annually (married).
- Have investable assets outside of their primary residence.
- Want to diversify future retirement income away from taxable accounts.
Tax & Stability
- Seek greater protection from future tax increases.
- Value liquidity, flexibility, and long-term wealth preservation.
- Desire retirement income that is not subject to market loss during downturns.
- Are committed to building a more tax-efficient retirement distribution strategy.
Complimentary & no obligation
Is a TFRA Right for You?
This strategy is not for everyone. If you meet several of the criteria above, a personalized review can help determine whether a TFRA strategy is an appropriate component of your retirement income plan.