Institute Of Untaxable Wealth Member presents:

Untaxed Retirement Income Plan Strategies

Why haven't I ever heard

about this before?

Posted: November 20, 2024

Institute Of Untaxable Wealth Member presents:

Untaxed Retirement Income Plan

Discover The Secret to Pocketing 10%, 20%, 30% (or more) of your 401(k) savings by slashing your tax rate on your existing 401(k) plan"

Why haven't I ever heard

about this before?

Posted: November 20, 2024

Because of the excuses the financial services industry has made, today fewer than 0.09% of savers have an untaxed "U-RIP" Plan — while over half of Americans contribute to a “tax deferred” 401(k) or “capped contribution” Roth IRA.

Complaints Savers Have About Tax Deferred 401(k)’s:

  • You owe taxes on compounding growth (the minute you access the funds)

  • You take all the risk because neither the growth or principal is guaranteed (because most 401(k)s expose you to a potentially volatile stock market)

  • Your savings are virtually trapped until you decide to retire (and accessing sooner than 59 1/2 can be penalized up to 10% and that’s in addition to the taxes owed).

Complaints Savers Have About Roth IRA’s:

  • You’ll pay taxes now, and get both your contributions and gains tax-free, but...

  • You’ll only be able to save up to $6,000 per year, limiting its potential

  • You’ll take the risk of getting caught in volatile markets, because your savings aren’t guaranteed - true of most 401(k)s as well

  • Your savings are virtually trapped until age 59 1/2, (unless you want to pay a 10% early withdrawal penalty and potentially taxes on the gain)

  • You can’t put funds you have withdrawn back in the plan… you can only make new contributions which are limited

With an Untaxed U-RIP Strategy:

  • You’ll never have to pay taxes on your gains, Period. (This 100% legal plan must be set up and used correctly to be compliant with the current IRS tax-code.)

  • You’ll decide how much you want to save… not the IRS. (Because there are no contribution limits)​

  • You’ll never have to report the “income” to the IRS. (The IRS doesn’t classify it as “income” when accessed properly from this plan)

  • You’ll sleep well because it comes with a Guarantee. (When U-RIPs are created, the potential growth is locked in & guaranteed for 12 months - last year, it was common to have earned between 3-7%)

  • Your funds are 100% accessible if or when you need them. (Your funds - both deposited & earned in the plan can be tapped into any time you want - without tax penalties (when used correctly) because the IRS does not classify it as “income”)

And the uses for a plan like this are virtually unlimited...

Wait!...

This Sounds “Too Good To Be True!”  Is It Real?

Yes. It’s as real as the earth beneath your feet...

In fact, a Plan like U-RIP isn’t a new plan at all.

Plans similar to these have been used by wealthy individuals, business owners, and families for over a century to build, then transfer vast fortunes in a legally untaxed setting. 

The big elephant in the room is...

Is An Untaxed Retirement Income Plan Available For You Today?

A U-RIP is COMMONLY used by the super-rich…but you don’t need to be super-wealthy to qualify

Caution: a plan like this can technically only be established if you qualify for it.


Even if you love your 401(k), a U-RIP can be the secret weapon that helps you to slash your taxes in retirement, allowing you to pocket 10%, 20%, 30% (or more) in additional spendable retirement income.

To see if you qualify, complete the quiz below:

30 Seconds To Pre-Qualify

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The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


Securities offered through International Assets Advisory, LLC – Member FINRA/SIPC Advisory services may be offered through International Assets Investment Management, LLC or Global Assets Advisory, LLC

This material has been prepared for informational and educational purposes only. It should not be construed as a recommendation and is not intended to provide tax, legal or accounting advice. Strategies discussed herein may not be suitable or applicable for all investors. Past performance may not be indicative of future results. Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.

The material provided is offered as a courtesy only and has been obtained from third party providers. Information is believed to be reliable, however, neither such providers nor IAA make any guarantee and hereby expressly disclaim any responsibilities for accuracy or completeness. International Assets Advisory, LLC, a registered U.S. broker-dealer, did not participate in the preparation of this webinar and as such cannot and does not guarantee the adequacy, accuracy or completeness of any such information, or the suitability or profitability of any particular investment. Information and expressions of opinions are subject to change without notice.

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The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


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