Tethered to the IRS for life

by | Mar 25, 2021 | Discovery, Tax-Free

95% of Americans are going to pay taxes the rest of their lives…even during their retirement years!


Because they will report INCOME on their tax returns.


Because their savings is in assets where the distributions are taxable.

How much of your retirement savings do you want to send to the IRS during your retirement years?

What will the tax rates be during your retirement years?

You are not required to file a tax return after age 65 – it’s legal and in the tax code.


No INCOME to report.


Build your savings in assets where the distributions are not taxable.

The choice is yours.

Either you head into your retirement years knowing you could get clobbered by taxes upon taxes, or you sail into your retirement years with no worries about who is in office and what tax code changes are signed into law.

The spendable cash flow from these non-taxable assets distributes 25% – 40% more cash flow than spending down your traditional taxable assets.

What is your choice?

 “If what you thought to be true about your money turned out not to be true, when would you want to know?”

Photo by GotCredit

Contact Us

9233 Park Meadows Drive | Suite 125
Lone Tree, CO 80124

*By appointment only

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.         

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. 

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.