Tax-free retirement fund access
How can I make my money work for me?
Use the U.S. Tax Code to consider reducing current taxes and allowing after-tax money to grow with greater control over your future.
Protect your future
For years, middle-class Americans have been taught to work, pay taxes, save in a qualifying plan such as a 401(k) or IRA, and then pay taxes again when using those funds in retirement.
The tax benefits of contributing to qualifying plans may not cover the taxes paid when withdrawing retirement money. The Vault explores another approach.
Tax advantages
Current tax-code provisions can make techniques once associated with the wealthiest households available more broadly. The aim is to free qualifying-account funds for present use or place them in a vehicle designed to fund retirement with lower tax repercussions, add estate value, provide living benefits, and retain creditor protection.
Our unique program
The Vault
The program combines disciplines that are usually handled separately. It brings tax law, financial investments, estate planning, and business structuring together in one coordinated strategy.
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Current tax code changes
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Investment-grade insurance contracts
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Why haven’t you heard about this before?
The program was developed by a team including CPAs, financial advisors, business-structure experts, and tax professionals to help place invested funds back under the client’s control. The source site states that the strategy is IRS approved.
Five advantages
Vault qualified rollover plan
01
Reduced Risk
Rather than linking retirement funds entirely to stock-market performance, consider a place designed to grow at a guaranteed and insured rate.
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More Control
Qualified plans can limit where money is invested, when it is taken out, and how much. This method is designed to provide greater freedom.
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Increased Real Estate Value
Take greater control by investing money in a way intended to provide immediate and long-term benefit.
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Savings on Taxes
Qualified-account withdrawals include taxes on both principal and growth. A tax-free investment can halt that continuing rise in taxes.
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Living Benefits
A terminal-disease diagnosis may allow access to part of the death benefit early, helping avoid draining retirement savings for care.
Free upfront consultation