TAX-FREE Millionaire : How TRIPLE ZERO™ Plans Can Transform Your Future Retirement

by Mark Orr CFP

FULLY UPDATED for 2024 with the new tax laws!Would learning about using Other People’s Money (OPM) to add 50% - 100% more income to your retirement be worthwhile? I haven’t seen another book that teaches this. And it being TAX-FREE retirement income is even better.TAX-FREE Millionaire teaches TWO unique OPM strategies...which could DOUBLE your spendable retirement income!1) The PRIVATE RESERVE is one OPM strategy where your assets can earn returns in TWO PLACES at once to maximize the growth of your savings. It does not involve a bank.Real estate BILLIONAIRES use a similar strategy. They use the collateral of one asset to borrow and invest in another asset—owning two growing assets at the same time—with the same initial dollars.You can choose whatever 2nd investment you’d like. NO questions are asked, NO credit checks, NO loan applications, and NO personal guarantees.2) The CATAPULT strategy (my own code name for it) also uses OPM. Our banks will loan you $3 for every $1 you contribute to your plan.You financed your home to get to live in the house you desired and deserved—so why not finance your retirement to enjoy the future lifestyle you crave?Unlike real estate loans, you don't have any monthly principal and interest payments. In about 15 years, you pay off the bank from the growth inside your CATAPULT plan—with ZERO taxes due to the I.R.S. Then there will be plenty of cash left inside of the plan to provide decades of substantial tax-free distributions.At the center of both these strategies are what I call “TRIPLE ZERO™ plans” (with ZERO contribution/income limits, ZERO stock market risk, and ZERO income taxes), which by themselves can transform almost any retirement. You get all three ZEROs—especially ZERO income taxes.How about paying as little as ZERO income taxes during retirement? Wouldn’t you rather have more money to spend on YOUR lifestyle rather than sending it to the I.R.S. every year?As of December 2022, the federal debt is over $31.4 TRILLION, according to usdebtclock.org.What does that mean to you? Each US citizen’s share of that debt is over $101,000. But half of Americans don’t pay taxes, so each taxpayer’s (YOU) share is over $264,000.Every day, those daunting figures increase, and they have done so for years.Hardly a day goes by without a headline about tax proposals to increase tax rates, reduce deductions, change capital gains, step up in basis, and generally soak the rich. With over $34 TRILLION of federal debt, Social Security, Medicare, and Medicaid in dire financial straits, taxes must have to rise.Knowing that, do you think YOUR taxes are going to go down, stay about the same, or go up—especially for those with high incomes and/or the “rich?”If you believe, as I do, that for everyone except the poor, taxes will go up and/or tax brackets will get skinnier (meaning your marginal tax rates go higher… quicker)……what is your plan to protect yourself and your family from the IRS?You know about ROTHs and ROTH conversions (fully discussed in my Get Me to ZERO book). But they alone will not typically provide all the tax-free income desired by most successful people.Whether you are a millionaire already or not, want to retire early, or retire with a lifestyle others can only envy—TRIPLE ZERO™ plans alone—or with either add-on OPM strategy can genuinely

145 pages, Kindle Edition

Published March 25, 2021

Reviews

[Sam.Kim168960 kimson · Rating 4 out of 5]

TAX-FREE Millionaire: How TRIPLE ZERO™ Plans Can Transform Your Future Retirement

"TAX-FREE Millionaire" by [Author's Name] is a compelling guide to navigating retirement planning with TRIPLE ZERO™ strategies. The book provides clear insights into tax-efficient methods that can potentially enhance one's financial future.

The author adeptly explains complex financial concepts in a reader-friendly manner, making it accessible for both seasoned investors and newcomers to understand. The TRIPLE ZERO™ approach, emphasizing tax-free growth, offers practical strategies for optimizing retirement savings and minimizing tax burdens.

What sets this book apart is its practicality and actionable advice. From Roth IRAs to other tax-free investment vehicles, the author illustrates how these strategies can significantly impact long-term wealth accumulation and retirement security.

For those interested in exploring personalized financial guidance to complement these strategies, consider visiting Legend Financial Their expertise in financial planning can help you implement these concepts effectively, tailored to your individual goals.

Overall, "TAX-FREE Millionaire" is a valuable resource for anyone looking to secure a tax-efficient retirement. It combines insightful strategies with clear explanations, empowering readers to make informed financial decisions for a prosperous future.

[Sophia Isabella · Rating 4 out of 5]

Mark Orr’s TAX-FREE Millionaire is a thought-provoking guide for anyone looking to optimize their retirement planning with tax-free income. The TRIPLE ZERO™ plans, with zero contribution limits, zero stock market risk, and zero income taxes, are intriguing, and the two OPM (Other People’s Money) strategies—Private Reserve and Catapult—are unique additions that set this book apart. The real-world examples, like how billionaires leverage assets, make the concepts relatable, and the 2024 tax law updates ensure relevance. Magic 8 Ball However, the strategies can feel dense and overwhelming for readers without a financial background. More step-by-step explanations or visuals could improve accessibility. Overall, a valuable resource for those willing to dive into sophisticated retirement planning.

[David James · Rating 4 out of 5]

TAX-FREE Millionaire by Mark Orr presents compelling ideas for tax-free retirement income, especially through the innovative Private Reserve and Catapult strategies. The concept of using Other People’s Money to double retirement income is fascinating, and the TRIPLE ZERO™ plans sound promising for minimizing taxes. However, the book often feels like Oracle Cards and a pitch for Orr’s financial products or services, which detracts from its credibility. Additionally, while the strategies are creative, they seem geared toward wealthier readers with significant assets, leaving less for the average person. It’s a good read for financially savvy individuals but may not resonate with everyone.

[Sophia Isabella · Rating 4 out of 5]

This book is a game-changer! TAX-FREE Millionaire breaks down complex retirement strategies in a way that feels empowering. The TRIPLE ZERO™ plans are a revelation, offering a way to build wealth without stock market risks or tax burdens. I was particularly fascinated by the Catapult strategy, which uses bank loans to amplify retirement funds without monthly payments—genius! Orr’s writing is clear, and his warnings about rising taxes and federal debt ($31.4 trillion!) add urgency to the need for tax-free planning. Wondering if this book is right for you? Try the Yes No Button to decide

[Joe Allbright · Rating 5 out of 5]

Author gets down to business

I actually own a couple of these tax free IUL’s. And when I saw the title of this book I thought I would read it to confirm the wisdom of my previous purchases. I like the way the author gets right down to business explaining the advantages of these plans. Even though I knew a lot on this subject I still learned a lot reading the book. I recommend getting started with a plan ASAP and fund it heavily.

[DANIEL OSARO · Rating 5 out of 5]

catapult your Future

A great eye opener to possibilities with appropriate exposure to what is made available to the informed by IRS.
An excellent job by Mark taking us all through the Red Sea of the advantageous use of properly designed IUL for all ages and stages in Life.
This is not only a must read but to be read repeatedly until you totally soaked in it.
Nicely done.

[Michael J Menendez · Rating 5 out of 5]

Great info!

Didn't know these plans existed and was fascinated by them. I want to hop on this as soon as possible!

[Sri Ramanjaneyulu]

This book is good guidance for tax planning. really this book will attract tax payers because many un known things will comes to your knowledge. It is good to suggest this book for reading.

[Meski Telahun · Rating 4 out of 5]

It is useful book for anyone. Especially if you are an aspiring Financial professional or life insurance agent, This reading has the tools and keen examples to better assist your clients, in achieving their goal of a tax free Saving.