FAQ: Tax-free options besides a Roth IRA?« Back to Questions List

Is your tax-free strategy a Roth IRA? No, it is not.  If you already have a Roth IRA and would like to apply a risk-free strategy away from a market that has you nervous, we can help with that.  However… Our tax-free strategy focuses on obscure areas of the tax code most often taken advantage of by corporate leaders, presidents, CEO’s, entrepreneurs, and the wealthy who have a financial capacity to hire a team of attorneys, accountants, insurance, and tax specialists that find the ’juicy bits’ in the 70,000 page tax code. The good news is, if its in the tax code for them to use, its in the tax code for you to use.  You just need someone to make that information understandable, and help you to implement it.  That’s the help I offer to my clients.