SECURE RETIREMENT ACCOUNT
Why hasn't my financial advisor
ever told me about this?
Reason 1: Many financial advisors don’t even know about this. Nor do they know how to utilize it properly to get you the most value.
Reason 2: Financial advisors recommend financial vehicles that pay them the highest commissions rather than putting your interests at heart.
Reason 3: The advisor can’t charge you yearly management fees, so it’s not worth it for them to use it.
As a result, less than 20% of Americans have what we call a "SRA" account set up—while more than half the population lets their money sit as a lump sum without proper protection from running out.
With A Tax-Deferred 401(k) or IRA...
You have fees: Whether you know it or not, you have a handful of fees that are slowly draining your retirement savings.
Your money is not liquid: You can’t access your money any time you want, and you’re fiscally penalized if you do.
Your money is not guaranteed and protected: The money in your 401(k) or IRA moves with the market and has limited downside protection.
If you live long enough, you will run out of money: Eventually, you will run out of money once you begin to take out withdrawals to live on.
With a Secure Retirement Account:
You don’t have any plan fees: Keep 100% of your hard-earned money as you should.
Your returns are tied to the returns of the stock market without the risk: So if the market goes up, you make money. If the market goes down you do not lose any of your hard-earned money.
Your money is Liquid: All money put into and made in your account is cash—you can withdraw a certain percentage each year—at any time—without penalty.Your money is protected: Regardless of how the market performs, you will know that you will never lose money. Your money will last throughout your lifetime...and beyond. You can elect to maximize your income during your life or set the account up to provide a legacy for your loved ones or a charity of your choice when you pass away. And you can do many more wonderful fiscal things with an account like this... But...
Is It "Too Good To Be True," You Ask?
Nope. It’s very real.
In fact, an Account like a SRA is not a new investment strategy. Wealthy individuals and families have used accounts like these for over 100 years to build and then pass on fortunes in a legally tax-free environment.
BENJAMIN FRANKLIN had an account like this.
So did Babe Ruth, Cleveland, McKinley, Harding, and FDR (FDR, in fact, held a large portion of his estate—$562,142 or over $7 million in today's dollars—inside his account...)
The only question is...
Do You Qualify For A Secure Retirement Account?
An SRA account is NOT available just to the super-rich… However, an account like this can only be technically set up if you or your family qualify.