Intelligent Investors work with us to:

  • Avoid Paying Unnecessary Taxes

  • Remove Market Risk

  • Protect Their Retirement

  • Ensure Life-Long Income

  • Saving For Your Child’s Future

Have you considered...

Why the Wealthy don't have 401k Accounts?

Intelligent Investors… you may qualify for a TFRA

This is not a new strategy.

It’s the same type of financial vehicle that smart, wealthy families have used for decades to build wealth, generation after generation.

…And, if set up properly, it is fully compliant with the past and present IRS tax code. You are not required to report income made from this account as earnings.

Technically speaking, the earnings made in this account are not earnings!

However, not everyone qualifies for this type of account.

There are some restrictions such as age, profession, geographic location, and marital status.

To learn more, and see if your household qualifies, take our survey on the next page.

Why Retirement Ready Solutions?

We realized the biggest challenge that our clients face when it comes to proper planning for their retirement is a lack of financial education. Most financial services firms present solutions based on self-interest and their own incentives rather than what is best for the client.

Education

First

Problem: Most people don’t have the Financial Plan they need because they haven’t been properly educated about how to achieve it. Today, financial education and financial literacy are so important; unfortunately, they’re not part of what we learn in school.

Solution: We provide Education First so you can make the right decision for your future only after you are aware of all the options.

Tailored

Client Solutions

Problem: All too often, people are sold Financial Plans, Financial Products, and Financial Strategies, not because it is what the client needs but because it’s what pays the firm the most.

Solution: We will work with you one-on-one to understand your individual and family needs and then deliver a Tailored Solution and Financial Strategy to produce the Retirement Income you desire.

How We Work

We have a proven step-by-step approach that we leverage with all of our clients to develop your Tailored Retirement Income Solution so you achieve the best retirement possible.

1

Schedule

A Free Strategy Session to uncover a Powerful Financial Plan for you.

2

Discover

Understand your unique Story and Resources so we can provide a solution that works for you.

3

Develop

A custom plan that helps you achieve the Retirement Income you need and deserve.

4

Present

The Solution that clearly shows you the path you’ll take to achieve a better financial future.

Our Services

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What we can do for you

"20 Million American's

with 401(k)s

have read this..."

An open letter to 401(k) account holders

Schedule Your Free Strategy Session

During this call we will quickly discover where your financial opportunities are, where you want to go, and whether our expertise and strategies can help you get there. We can often determine if we are able to help in as few as 5 minutes.

Intelligent Investor work with us to:

  • Avoid Paying Unnecessary Taxes

  • Remove Market Risk

  • Protect Their Retirement

  • Ensure Life-Long Income

Phone: 833-662-3731

Copyright 2024 Retirement Ready Solutions

All Rights Reserved.

PRIVACY POLICY | TERMS OF USE| DISCLOSURE

Fixed index universal life insurance policies require qualification through health and financial underwriting. The death benefit is generally paid to beneficiaries income-tax-free.

Life insurance doesn’t provide a guaranteed source of income in retirement. There is no guarantee that a policy will earn sufficient interest in any given year to support a loan strategy.

Policy loans and withdrawals will reduce the available cash value and death benefit and may cause the policy to lapse, or affect guarantees against lapse. Withdrawals in excess of premiums paid will be subject to ordinary income tax. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. If a policy is a modified endowment contract (MEC), policy loans and withdrawals will be taxable as ordinary income to the extent there are earnings in the policy. If any of these features are exercised prior to age 591⁄2 on a MEC, a 10% federal additional tax may be imposed. Tax laws are subject to change and you should consult a tax professional.

Diversification does not guarantee a profit or protect against a loss.