Who Benefits Most from a TFRA Strategy?

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This planning approach is designed for individuals and families who:

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• Own a business, professional practice, or multiple income-producing assets.

• Earn $100,000+ annually (single) or $185,000+ annually (married).

• Have investable assets outside of their primary residence.

• Want to diversify future retirement income away from taxable accounts.

• Seek greater protection from future tax increases.

• Value liquidity, flexibility, and long-term wealth preservation.

• Desire retirement income that is not subject to market loss during downturns.

• Are committed to building a more tax-efficient retirement distribution strategy.

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This strategy is not designed for everyone. If you meet several of the criteria above, a personalized review can help determine whether a TFRA is an appropriate component of your retirement income plan.