What Smart Investors Know About Money, Taxes, and Government

3 Important Facts You May Never Have Been Told

1. A $1,000,000 IRA Can Potentially Cost You
Over $1,000,000 In Taxes and Advisor Fees

Most people only look at the balance on their statement. Required minimum distributions (RMDs), ongoing fees — plus Medicare premium surcharges (IRMAA), the 3.8% Medicare surtax on investment income, and other means-based taxes that apply now or can be added in the future — all of which can drain their account dollar-for-dollar with what they started with.

2. IRAs, Roths, and 401(k)s Are All Tax-VISIBLE.

The IRS can see them, track them, and change the rules at any time. They’re already being targeted for future tax increases — and you’ll have no say in the matter.

3. The Roth IRA Isn’t As Safe As They Say

The IRS can see them, track them, and change the rules at any time. They’re already being targeted for future tax increases — and you’ll have no say in the matter. It's happened before. It can happen again.

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TaxInvisible®. Your Strategy For Private Tax-Free Wealth.

TaxInvisible® – The IRS Can’t Touch It

Move your wealth beyond Washington’s reach. Structured so the IRS cannot see it for income tax purposes—eliminating future taxable growth, forced withdrawals, and unpredictable tax-rate changes. The IRS can’t tax what they can’t see.

Private – Take Back Control

Escape government-controlled retirement accounts and reclaim authority over your wealth. TaxInvisible® strategies place you—not Washington—in charge of how, when, and where you use your money. Your money. Your rules. Your future.

Wealth That Lasts Generations

Build and protect wealth designed to outlive you. By moving assets into the private system, you safeguard purchasing power and preserve your family’s legacy—shielded from taxes, inflation, and government intervention. Because what you’ve built should stay in your family, not Washington’s hands.

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This presentation is educational only. It does not offer financial advice or promote specific products or services.

This information is intended for educational purposes only and is not intended to provide legal, tax, or investment advice. Viewers should consult a licensed qualified professional before acting on any of the information contained herein. Information presented is from sources believed to accurate but is not warranted. The use of financial illustrations, tax rates and projections are intended for educational purposes only.

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