Follow The Money Radio

PODCAST: Have You Heard of the 770 Account?

March 6, 2019

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We have all heard of the 401(k) retirement account. Many others are familiar with the 529 college savings plan. But have you ever heard of the 770 account for creating tax-free income in retirement? Today, we discuss this little known provision in the IRS tax code with returning guest and long-time financial advisor, Mike Mitchell.

Show Notes

Segment 1: The 770 Account w/guest Mike Mitchell
Segment begins at 03:03

Are you interested in increasing your retirement income on a tax-free basis? Trading coach Jerry Robinson and financial analyst Jennifer Robinson team up with veteran expert financial advisor Mike Mitchell to examine this often overlooked ‘bank on yourself’ strategy.

  • What is the 770 account?
  • The 770 provision offers a very cheap form of leveraging when structured properly
  • Why pay the tax on the harvest when you can pay the tax on the seed?
  • Are there occasions when the 770 account would be more beneficial than a 401(k) or IRA savings plan?
  • Term-life insurance will ultimately become the most expensive insurance policy that you will ever own
  • It is vital that you consult a qualified advisor who is experienced in structuring the 770 account properly for you to enjoy its maximum benefits
  • Call Mike Mitchell toll-free at 833-370-0777 with your retirement questions

Recommended Links
Get Retirement Advice
Join our Community
Five Levels of Financial Freedom
Retirement Podcast: Sound Retirement w/ Mike Mitchell
Pirates of Manhattan by Barry James Dyke
BOOK: Bankruptcy of Our Nation
Register for the Follow The Money Summit 2019
Jerry Robinson on Twitter
Follow the Money Podcast Archives
Follow The Money on YouTube


Call 833-370-0777 to speak directly with Mike Mitchell about how you can experience a sound retirement.


Segment 2: The Final Word
Segment begins at 31:29

Jerry closes out today’s show with a reminder that achieving financial liberty does not mean chasing money, as one of the richest men who ever lived bears witness.

Recommended Links
Ecclesiastes 5:10

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