Tax-Free Remittent Protection (2024)

Tax-Free Remittent Protection (1)

"Why Hasn't My Financial Advisor Told Me About This?"

How To Create A Constant Flow Of Retirement Income That Can Get Larger Over Time, Without Draining Your Principal Balance

Benjamin Franklin turned $2,000 into millions using this type of clever investment strategy

Like many retirement investors today, Benjamin Franklin saw the value and financial benefits of growing his retirement income without tapping into the principal balance.

He didn’t use this type of strategy to grow his own retirement accounts, though. He used a common retirement strategy to create income that lasted for generations to come.

By doing this, Franklin managed to turn the $2,000 Sterling that he earned as governor from 1785 to 1788 into more than $6.5 million dollars for future generations according to NewYorkLife.

And, Franklin’s investment into the two cities was structured in the same way that many people today use in their retirement planning. While the money from Ruth’s life annuity may not have funded his own retirement, it has made a huge impact on generations to come.

If you’ve ever dreamed of having enough money to have your ideal retirement, Franklin’s investment is a great example of how your money can work for you now — and in the future.

Yale University’s chief investment officer uses this method to grow the school’s endowment by billions

Yale University’s Chief Investment Officer David Swensen has made an average return of 13.9% per year for the university’s portfolio over the last 20 years using this type of method.

When it comes to investing, Swensen said that "there is no such thing as one size fits all."

The key to success with this method? To weigh the risk and reward based on a number of factors.

And, the strategy has worked for Yale’s investments — and its endowment.

Swensen’s moves have added a whopping $20.6 billion to the university's endowment over the last two decades — just like they could add a huge endowment to your retirement portfolio if you make your moves the right way.

Tax-Free Remittent Protection (2)

Baseball great Babe Ruth built an annual retirement income of over $290,000 with this strategy

Baseball great Babe Ruth may not be remembered as a one of the great savvy retirement investors, but he should be. After all, the Sultan of Swat retired with an annual income of more than $290,000 in today’s money thanks to some smart investment strategies.

Ruth wasn’t always a savvy investor. It took Ruth’s manager noticing that he was blowing through all of his money without putting any of it away to get the baseball great back on track.

The savvy manager introduced Ruth to the right people, who helped guide Ruth through the right investment strategies. From there, retirement greatness was born.

As part of his strategy, the slugger contributed heavily to his retirement investments from 1923 to 1929, creating a wealth of income that would serve him well during retirement a few years later.

Shortly the Great Depression hit hard, Ruth’s career came to an end, and he was forced to retire from baseball in 1935. What did not end, however, were his earnings.

Thanks to those savvy investments, Ruth had an annual income of $17,500 a year — which accounts for more than $290,000 in today’s dollars.

Ruth’s investment strategies are still commonly used by retirees today — and can still be equally as lucrative with the right guidance and plan in place.

Who This Is For

You are a 50- to 75-year-old with investable portfolios between $200,000 and $3 million+ who wants a consistent flow of retirement income, but you've hardly had any real growth at all in your portfolio for the past several years, chances are you are feeling extremely frustrated.

Your balances are simply not getting bigger at the pace you need them to, or worse are actually going backwards and you are anxious about going through the 2008 market crashes again, especially during retirement.

There is a certainty of uncertainty.

You have tried hiring so-called “money managers” in the past, but all they did was take your money. In turn, they would rarely contact you, act like they're not paying attention, and leave you with no net return. It left you feeling like you wasted your time.

This is not your fault.

The truth is that most wealth management firms mean well, but if they don’t use investment products designed specifically for income growth, they will not be successful at growing your money.

A recent White House study on rising pandemic prices found that the United States economy is about to undergo radical inflation due to Covid-19. This means that everything around you will keep getting more expensive every year, while your retirement savings become worth less and less. If you don’t act fast, you could start losing money in a market downturn while trying to withdraw income at the same time for retirement.

There are serious repercussions to putting off proper financial & investment planning. It could create a mathematical death spiral that you might never recover from.

You're sick of wrestling with the choice between a very risky stock market in hopes of better returns or settling for pitifully low interest rates in banks and CDs.

After all, how applicable is this retirement strategy in 2021?

You need a real solution, and you need it now.

If you take a dynamic approach throughout retirement, then you may be able to start with larger withdrawals and still not risk depleting your nest egg.

Core Concept

You can create a constant flow of retirement income that can automatically get bigger over time — without draining your principal balance — by using a super simple, low-maintenance investment system.

If implemented properly, these strategies can prevent you from running out of money in retirement, and can save you tens, or even hundreds of thousands of dollars, in lost cash flow.

Just imagine having the confidence and peace of mind from knowing that you are following financial strategies used by some of the wealthiest families in America.

However, most retirees do not grow their income this way because financial advisors almost always recommend standardized packages that the companies they're contracted with tell them to use.

We are dedicated to solving this problem for retirees and future retirees.

Do You Qualify For This Type Of Account?

A Retirement Income Account like this is NOT available just to the super-rich…

However: An annuity account like this can only be technically set up if you or your family qualify for it.

Complete this short quiz below to see if you qualify for this type of account.

30 Seconds to Apply and Pre-Qualify

Founder & CEO

Your Choice Financial Advisors

Tax-Free Remittent Protection (3)

Kris Keush

10+ Years Of Experience

3,600+ Families Served

Tax-Free Remittent Protection (2024)

FAQs

Is it better to claim 1 or 0 allowances? ›

Claiming more allowances will lower the amount of income tax that's taken out of your check. Conversely, if the total number of allowances you're claiming is zero, that means you'll have the most income tax withheld from your take-home pay.

What does it mean when a debt is tax free? ›

Debts are generally considered tax-free because they represent borrowed money that needs to be repaid, rather than income generated by individuals or businesses. Taxation is typically imposed on income or profits, and debts do not fall under this category. Instead, they are seen as liabilities that need to be settled.

What qualifies for a tax free weekend in Texas? ›

9 - 11, 2024. The Comptroller encourages all taxpayers to support Texas businesses while saving money on tax-free purchases of most clothing, footwear, school supplies and backpacks (sold for less than $100) during the annual Tax-Free weekend.

Is it good to claim 2 allowances? ›

Generally, the more allowances you claim, the less tax will be withheld from each paycheck. The fewer allowances claimed, the larger withholding amount, which may result in a refund.

Is claiming 1 or 2 better? ›

If you are single and have one job, or married and filing jointly then claiming one allowance makes the most sense. An individual can claim two allowances if they are single and have more than one job, or are married and are filing taxes separately.

How can I use my debt to be tax free? ›

Buy, Borrow, Die Strategy: This strategy involves buying appreciating assets, borrowing against them, and letting heirs inherit the assets to avoid capital gains tax. Managing Leverage Risks: Leveraging debt can increase wealth, but it also magnifies risk, liquidity issues, and costs, hence needs careful management.

Will I owe taxes on forgiven debt? ›

In general, if your debt is canceled, forgiven, or discharged for less than the amount owed, the amount of the canceled debt is taxable. If taxable, you must report the canceled debt on your tax return for the year in which the cancellation occurred.

Are diapers tax free in Texas? ›

The law, signed by Republican Gov. Greg Abbott in June, makes Texas one of nearly two dozen states that no longer charge a sales tax on diapers, according to the National Diaper Bank Network, a nonprofit organization.

Are groceries taxed in Texas? ›

Food Products – Nontaxable

Food products are not taxable. Food products include flour, sugar, bread, milk, eggs, fruits, vegetables and similar groceries.

Does Amazon recognize tax free weekend? ›

Sales tax holidays may be applied to sales sold by Amazon.com and its affiliates, including marketplace sellers. However, tax may still be calculated on items if they do not qualify, which can include items over a certain threshold, bundles, or specific items that are not included in the holiday.

Is it possible to get a $10,000 tax refund? ›

You could end up with a $10,000 tax refund if you've paid significantly more tax payments than you owe at the end of the year.

How to get the most out of your paycheck without owing taxes? ›

Key Takeaways

To receive a bigger refund, adjust line 4(c) on Form W-4, called "Extra withholding," to increase the federal tax withholding for each paycheck you receive. Tax withholding calculators help you get a big picture view of your refund situation by asking detailed questions.

Why do I pay so much in taxes and get nothing back? ›

If your personal or financial circ*mstances have changed, you may end up owing taxes to the IRS when you usually get a refund. Common reasons include underpaying quarterly taxes if you're self-employed or not updating your withholding as a W-2 employee.

Is there a big difference between claiming 0 and 1? ›

By placing a “0” on line 5, you are indicating that you want the most amount of tax taken out of your pay each pay period. If you wish to claim 1 for yourself instead, then less tax is taken out of your pay each pay period. 2. You can choose to have no taxes taken out of your tax and claim Exemption (see Example 2).

Why do I owe more taxes if I claim 0? ›

If you claimed 0 and still owe taxes, chances are you added “married” to your W4 form. When you claim 0 in allowances, it seems as if you are the only one who earns and that your spouse does not. Then, when both of you earn, and the amount reaches the 25% tax bracket, the amount of tax sent is not enough.

Why do I owe taxes if I claim 0 single? ›

However, there are several reasons why you might still owe taxes, even if you claim zero allowances. New job, more income: If you started a new job or took on a second job during the tax year, your combined gross income might be higher than what your previous withholding allowances accounted for.

What should I put on my W4 to get the most money? ›

To receive a bigger refund, adjust line 4(c) on Form W-4, called "Extra withholding," to increase the federal tax withholding for each paycheck you receive.

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