Congratulations On Your New Promotion. 

Now It's Time to Upgrade Your Old 
Highly-Taxable 401(k) and Retire Tax-Free!
Your 401(k) Will Create Massive Tax Consequences Which Are Completely Avoidable.
FACT: A $200,000 401(k) could pay $1,279,742 in Taxes?
Our Proprietary Strategy Can Eliminate Taxes In Retirement.
Get Free Newsletter, 
Tax Liability Illustration & Access More Information
Schedule Free Financial Strategy Session
or Call (855) 237-6699
CUSTOM JAVASCRIPT / HTML
Who is the Tax & Retirement Institute?
A Financial Think Tank of Seasoned Financial Professionals Working Together to Create Your Ultimate Financial Plan.
"Let our team of help you with an all encompassing financial plan." 
- John Oxendine, Founder, Harvard MBA 
Great CPAs, High Income Owners, & Even Billionaires 
Endorse Tax & Retirement Institute
Michael Loeb
Billionaire Investor

"The Institute has created many innovative strategies that has helped me keep more of my wealth." 
Abe Ovadia, Attorney
Founder of Ovadia Law Group 

"Paying taxes is painful and I look to lower my tax bill whenever possible.” 
AVOID FINANCIAL MISTAKES THAT CAN COST YOU
MILLIONS OF DOLLARS!
Financial Independence Is Around The Corner
...if you want it.
Tax-Free Retirement Strategy© is Intellectual Property of Tax & Retirement Institute, LLC    Tax & Retirement Institute and Roth Magic - Privacy Policy - ©2019
This is not a part of the Facebook website and is not endorsed by Facebook Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. Not approved by or affiliated with the Social Security Administration or any other Federal or state governmental agency. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number. Msg & data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by Tax & Retirement Institute is stated or implied.
Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Book/Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Book/Web site may fall or rise against your interests and the interests of other investors and every financial scenario is different. This firm or one of its affiliates may from time to time perform or seek to perform investment services for any company mentioned in these pages, and this firm and others associated with it may at any time specialize in and effect transactions in the securities mentioned. Opinions, where and when expressed, are subject to change without notice. Information was obtained from sources considered reliable, but no representation is made as to its accuracy. The IRS requires us to inform you that any federal tax advice in this writing and any attached documents is not intended or written to be used, and cannot be used, (1) for the purpose of avoiding federal tax penalties or (2) promoting, marketing or recommending any transaction discussed in this communication to another person unless we expressly indicate otherwise. Certain tax advice contained in this article was written to support, within the meaning of Treasury Department Circular 230, the promotion or marketing of the transactions or matters addressed by such advice because the author has reason to believe that it may be used by another person in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to one or more taxpayers. Before using any tax, advice contained in this article, taxpayers should seek advice based on the taxpayer's circumstances from an independent tax advisor. Testimonials may not be representative of other clients and is no guarantee of future performance or success. Disclosure: Insurance and annuities offered through agency Tax & Retirement Institute, FL State Insurance License #L105751. Agency does not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your circumstance. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.