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Follow The Money Radio

PODCAST: Have You Heard of the 770 Account?

March 6, 2019


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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