About Us
Our primary focus is Guaranteed Tax Exempt Cashflow for Retirement.
We specialize in helping individuals and families structure secure retirement plans, for tax-deferred cash accumulation, guaranteed cashflow, insulated from market risk, that build a family legacy, are creditor protected and won't impact social security benefits.
My two business partners and I are Rotarians and the principles that guide us as Rotarians are as follows:-
1. Is it the truth?
2. Is it fair to all concerned?
3. Will it build goodwill and better friendships
4. Is it beneficial to all concerned?
CHALLENGE QUESTION - Would it be more beneficial to pay the taxes now on a small amount of money while taxes are historically low and then build that money into a large amount of money that would never have income tax liability again? Or would you rather take a tax deduction now on a small amount of money and build it into a large amount of money in the future that the Internal Revenue Service can tax at any level they choose in the future? Would situation one or situation two be better?
Check out our website https://www.nevertaxedretirementadvisors.com
How We Got Started
My working life has been largely corporate. While I am a qualified Chartered Accountant (Australia) my career spanned finance, administration, operations and general management, always having life insurance in place through my employer. I built up a large 401k balance as a US corporate employee while living for many years overseas in Latin America, Europe and the Middle East. My focus was not on US income tax implications linking to the 401k balance - big mistake! I should have invested in a Whole Life policy 30 years ago but had no one to advise me. Now that I am based fulltime in the US and am active as a Never Taxed Retirement Advisor, my past mistakes are clearly visible. I am an ardent communicator, now focused on ensuring others don't commit my errors.
Check out my background on LinkedIn:- www.linkedin.com/in/tonyppower
The products and services we offer
Recommendations Received (41)
"Tony's knowledge of finance and insurance is extremely in depth. If you have a pretax 401k, a..."
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"Tony's knowledge of finance and insurance is extremely in depth. If you have a pretax 401k, a traditional IRA or term life insurance, or even if you have no life insurance other than what your employer offers you, it will cost you absolutely nothing to talk with Tony. He can show you options for your retirement plan without paying taxes, including avoiding having your social security being taxed, when you retire. If you've been wringing your hands as you've watched the stock market with its ups and downs, and lately it's been more downs as we've entered into bear territory, Tony can show you how to make sure your retirement money you've worked so hard for over the years, doesn't continue to evaporate before your very eyes leaving you wondering how you are going to be able to retire. Tony is the person you need to help you navigate your retirement options in this challenging time."
"Tony is a wonderful man, and Never Taxed Retirement Advisors is a great company if you are..."
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"Tony is a wonderful man, and Never Taxed Retirement Advisors is a great company if you are planning your retirement! I would recommend both of them highly!!"
Products & Services
Assist families to minimize or eliminate exposures linked to residential mortgages. Example - husband, wife and three young children. Husband as ...
What is Cash Value Life Insurance?
Jan. 31, 2020
Saving for retirement can feel like a full-time job. There’s budgeting, investing, and calcu...
Which would you prefer: - 1. a guaranteed, tax exempt 3 % return + tax free dividends, tax free legacy and many other benefits, or 2. continue ex...
Gallery
Recommendations Given (28)
"We worked with Christina a few years ago to execute a complicated house purchase. She was..."
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"We worked with Christina a few years ago to execute a complicated house purchase. She was totally on top of the process, very professional, detail oriented, courteous and efficient. She got the job done and on time. Highly recommend."
"Susie is an income tax preparation professional and very experienced in her role. She worked for..."
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"Susie is an income tax preparation professional and very experienced in her role. She worked for E&Y for 12 years and in the industry for 25 years preparing personal tax returns and also helping clients achieve IRS Compliance in those situations needing her assistance. Susie is a dedicated and capable individual offering affordable services and completes her work with total integrity and reliability. She won't let you down. Highly recommend! "
Recent Activity
Some of the very smartest and wealthiest individuals (Walt Disney, Ray Kroc, J.C. Penney for example) have utilized Whole Life Insurance issued by Mutual Insurance Companies, like Mass Mutual or Penn Mutual. These companies have all been around for over 150 years and weathered all recessions,...
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Some of the very smartest and wealthiest individuals (Walt Disney, Ray Kroc, J.C. Penney for example) have utilized Whole Life Insurance issued by Mutual Insurance Companies, like Mass Mutual or Penn Mutual. These companies have all been around for over 150 years and weathered all recessions, depressions, world wars and market downturns.
In every respect the ultimate performance of these permanent Life Insurance policies over time have outpaced the performance of the market and in addition offer multiple unique benefits:-
- guaranteed, annual, tax exempt income + non guaranteed dividends
- unrestricted access to accumulated cash value at any time for any reason
- creditor protected
- does not impact provisional income and therefore Social Security
- tax free death benefit
- access to living benefits for chronic or terminal illness
- premiums are fixed for life and do not change
- not impacted in any way by market fluctuations
You don't have to be wealthy to take advantage of this product, but you do have to structure it properly to maximize the benefits.
99% Feedback indicates by far the majority of our clients prefer a zoom call to 'face to face'.
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99% Feedback indicates by far the majority of our clients prefer a zoom call to 'face to face'.
1 Reply
Clients are starting to perceive the immense benefits of establishing a bulletproof retirement plan with no market exposure.
Anybody who setup this plan 30 days ago has NOT lost any value in their retirement account balance. The program we offer has the following benefits:-
Income...
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Clients are starting to perceive the immense benefits of establishing a bulletproof retirement plan with no market exposure.
Anybody who setup this plan 30 days ago has NOT lost any value in their retirement account balance. The program we offer has the following benefits:-
Income Tax Free
- growth is free from income, dividend and capital gains tax;
100% Security
- totally insulated from market fluctuations;
Annual, guaranteed, tax free 4% interest;
Annual, tax-free dividends
- paid reliably every year for over the last 114 years;
Total Unrestricted Funds Accessibility – borrow up to 100% of cash value at any time with no restrictions linked to age, credit score or any other factor – no more external loans or interest payments;
Guaranteed tax-free future income stream;
Non-taxable death benefit – pass on a legacy to your survivors;
Living benefits included;
Cash Value - high cash value growth;
Social Security impact - policy income does not impact Social Security income.
We specialize in setting up these plans for our clients.
Tony Power | 954 8373338 | tony@ntradvisors.com
Hi Tom, one excellent option available that would allow your friend to invest his lump sum in a retirement plan with the following benefits is as follows:-
Income Tax Free
- growth is free from income, dividend and capital gains tax
100% Security
- totally insulated from market...
(more)
Hi Tom, one excellent option available that would allow your friend to invest his lump sum in a retirement plan with the following benefits is as follows:-
Income Tax Free
- growth is free from income, dividend and capital gains tax
100% Security
- totally insulated from market fluctuations
Annual, guaranteed, tax free 4% interest,
Annual, tax-free dividends
- paid reliably every year for over the last 114 years
Total Unrestricted Funds Accessability – borrow up to 100% of cash value at any time with no restrictions linked to age, credit score or any other factor – no more external loans or interest payments,
Guaranteed tax-free future income stream
Non-taxable death benefit – pass on a legacy to your survivors
Living benefits included,
Cash Value - high cash value growth,
Social Security impact - policy income does not impact Social Security income.
I would be very happy to discuss this further with your friend.
Tony Power | 954-8373338 | tony@symmetrypower.com
We offer security products with guarantees, to meet our clients needs. Satisfying that need is a form of giving solutions and peace of mind for the client and family and that's the primary reward for us as Agents. Favorite products are focused on bulletproof Retirement Plans - our products are...
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We offer security products with guarantees, to meet our clients needs. Satisfying that need is a form of giving solutions and peace of mind for the client and family and that's the primary reward for us as Agents. Favorite products are focused on bulletproof Retirement Plans - our products are first class and proven totally secure for over a century.
Hi, I'm a Life Insurance agent dedicated to educating clients in three major focus areas:-
Mortgage protection - you will never have your home repossessed and lose your accumulated equity;
Debt Free Life - we can eliminate your (individual, family or business) total debt, including your...
(more)
Hi, I'm a Life Insurance agent dedicated to educating clients in three major focus areas:-
Mortgage protection - you will never have your home repossessed and lose your accumulated equity;
Debt Free Life - we can eliminate your (individual, family or business) total debt, including your mortgage in about 9 years or less, without spending any more money than you already spend today;
Bulletproof Retirement Plans - solid annual, tax free growth with guarantees; totally insulated from market ups and downs; accumulated funds accessible at all times; creditor protected; no social security income impact.
Ready to meet and educate.
Whether you are a business owner, head of family or an individual, in the ideal world you would have a Wealth Maximization Account (WMA) in place. A WMA refers to a high cash value Whole Life policy in your name, which accumulates value tax free, throughout your life from the day the policy is...
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Whether you are a business owner, head of family or an individual, in the ideal world you would have a Wealth Maximization Account (WMA) in place. A WMA refers to a high cash value Whole Life policy in your name, which accumulates value tax free, throughout your life from the day the policy is established.
You can borrow money at any time from this account up to the maximum accumulated cash value, without restrictions and for any reason.
You will be very hard pressed to find any other retirement plan which will outperform this option, before even taking account of the security offered.
If you're reading these answers and you don't have a high cash value Whole Life policy in place, I guarantee you it would be worthwhile for you to explore this option and discover the very significant benefits for you and your family.
- Competitive growth - no-loss provisions – isolated from the market - funds accessability limitations – there are none - guaranteed tax free interest income - annual tax free dividends - creditor protected funds - tax free policy income does not impact Social Security income
Tony Power | tony@symmetrypower.com | (954) 8373338
Sound long term planning would include setting up your 'Infinite Bank' via a high cash value Whole Life policy. This Infinite Bank is your permanent source of funding. No credit history required / no business plan required.
This concept has been around for more than a century and very...
(more)
Sound long term planning would include setting up your 'Infinite Bank' via a high cash value Whole Life policy. This Infinite Bank is your permanent source of funding. No credit history required / no business plan required.
This concept has been around for more than a century and very successfully applied by many famous businesses.
Essentially this Infinite Bank (via a high cash value whole life policy) provides the financial plan for life:-
Income Tax Free
- growth is free from income, dividend and capital gains tax
100% Security
- totally insulated from market fluctuations
Annual guaranteed 4% tax free interest,
Annual tax-free dividends
- paid reliably every year for over the last 114 years
Total Unrestricted Funds Accessability – borrow up to 100% of cash value at any time with no restrictions linked to age, credit score or any other factor – no more external loans or interest payments,
Guaranteed tax-free future income stream
Non-taxable death benefit – pass on a legacy to your survivors
Living benefits included,
Cash Value - high cash value growth,
Social Security impact - policy income does not impact Social Security income,
Creditor protection / protect your business – creditors cannot access funds in your policy
So when you have any need for funds for any reason you borrow from your own policy and repay yourself instead of third parties.
Contact me for details: 954 8373338/tony@symmetrypower.com
