The Tax-Visible system was designed by government policy, not by investors. Once your money is in, the IRS monitors it, mandates when you take it out, and determines how much tax you’ll owe when you do. You have little control, no privacy, and growing exposure to future tax increases, forced withdrawals, and legislative changes. Even after death, these accounts often trigger taxes on your children — regardless of whether you have a living trust.
That’s where the TaxInvisible® Strategy comes in.