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It's true...now is the best time to refinance your retirement

ATTN: American workers with more than $50,000 in an orphaned 401k / TSP / IRA from a previous employer…

How To Create Income For Life That’s  GUARANTEED To Only Ever Go UP!

ATTN: American workers with more than $50,000 in an orphaned 401k / TSP / IRA from a previous employer…

How To Create Income For Life That’s  GUARANTEED To Only Ever Go UP!

ATTN: American workers with more than $50,000 in an orphaned 401k / TSP / IRA from a previous employer…

How To Create Income For Life That’s  GUARANTEED To Only Ever Go UP!

ATTN: American workers with more than $50,000 in an orphaned 401k / TSP / IRA from a previous employer…

How To Create Income For Life That’s  GUARANTEED To Only Ever Go UP!

ATTN: American workers with more than $50,000 in an orphaned 401k / TSP / IRA from a previous employer…

How To Create Income For Life That’s  GUARANTEED To Only Ever Go UP!

ATTN: American workers with more than $50,000 in an orphaned 401k / TSP / IRA from a previous employer…

How To Create Income For Life That’s  GUARANTEED To Only Ever Go UP!

Did you cash in during the “The COVID refinance boom”?

From 2020-2021, millions of Americans refinanced their mortgages - putting money back in their pockets, leveraging their equity and creating a healthier financial future…

But did you know…

You Can Refinance Your Retirement

It’s true! If your current IRA, Annuity, or retirement account from a former employer (like a 401k / TSP or 403b) with more than $50,000 isn’t meeting your retirement goals…

You can (and should) get a better solution!

Here’s the truth - 92% of Americans are unprepared for retirement - and it’s no wonder why…

The bulk of our portfolios are heavily invested in the Stock Market…

And In 2022, the S&P 500 LOST 19.44%...

(Source: Yahoo Finance)

As a result, an alarming number of people are not only at risk of outliving their retirement but they’re also at risk of losing what precious dollars they have saved.

That’s where the Retirement ReFi comes in…

With a mortgage refinance, you pay off an old, high-interest loan to replace it with a new one that suits your goals.

With a retirement refinance, you transfer your savings from an old, underperforming account to a new account that suits your goals.

Mortgage ReFi

Tap into your home’s equity for major purchases

Get a better (lower) interest rate on your debt to lower your payments

Lower your monthly principal to create space in your budget.

Get on a faster path to paying off your mortgage

Retirement ReFi

Tap into your accumulated savings for stable cash flow

Get a better (higher) interest rate on your investments without any risk

Increase your returns and unlock guaranteed income for life 

Get on the path to fully retiring faster

Mortgage ReFi

Tap into your home’s equity for major purchases

Get a better (lower) interest rate on your debt to lower your payments

Lower your monthly principal to create space in your budget.

Get on a faster path to paying off your mortgage

Retirement ReFi

Tap into your accumulated savings for stable cash flow

Get a better (higher) interest rate on your investments without any risk

Increase your returns and unlock guaranteed income for life 

Get on the path to fully retiring faster

  • You pay taxes on growth (the minute you withdraw)
  • Your growth & principal is not guaranteed (most 401(k)s rise & fall in lockstep, with the market)
  • Your money is not liquid (early withdrawals are penalized up to 10%).

You May Ask, Is This “Too Good To Be True”?

Nope, it’s 100% real…

You might not realize that Americans have been using Retirement ReFis to build wealth, save on taxes and leave a legacy for generations. 

Fed Chairman, Ben Bernanke, could access any investment vehicle of his choosing - he chose a Retirement ReFi to shelter and grow his assets. 

While most ball players stood in breadlines, Babe Ruth used a retirement ReFi to secure a comfortable and stable retirement for himself throughout the Great Depression. 

NBA All-Star Shaquille O'Neal advocates for retirement strategies that “offer revenue streams for years.” His favorite strategy was performing a Retirement ReFi.

The list goes on, but one thing is certain, a Retirement ReFi could be your solution to creating the retirement of your dreams.

With a 401K, IRA, TSP:

  • Your growth & principal is not guaranteed (most 401(k)s rise & fall with the market)

  • You’re expected to shoulder all the risk

  • You have limited/no access to professional advisors (or you’re not seeing a return on your costly advisors' fees)

  • You and your spouse aren’t guaranteed a dime of life-long income

With a Risk-Free Retirement ReFi:

  • Your interest rate can be guaranteed. (You can count on consistent annual growth — even if the market crashes)

  • You activate life-long income and shoulder none of the risk (just like pensions used to offer)

  • You can access a new account bonus (to help you recover from some or even all of your losses)

  • You get access to exclusive investment strategies normally reserved for only the wealthiest families in America

  • You don't pay taxes on growth, but...
  • You can only deposit $6,000 /yr
  • Growth & principal isn’t guaranteed - like most 401(k)s
  • Not liquid (same 10% early withdrawal penalty)
  • You never pay taxes on growth, Ever. ( This is 100% legal if your TFRA is set up to be compliant with current IRS tax-code.)
  • You can deposit as much as you want. (No contribution limits - every cent in grows tax-free)
  • You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account)
  • Your interest rate can be guaranteed. (Your money grows at the same yearly rate as when you opened your account— even if the market crashes)
  • Your money can be liquid. (Your account growth and value— can be accessed in any amount—at any time—without penalty)
  • You pay taxes on growth (the minute you withdraw)
  • Your growth & principal is not guaranteed (most 401(k)s rise & fall in lockstep, with the market)
  • Your money is not liquid (early withdrawals are penalized up to 10%).

Now that you’ve seen the benefits of a Retirement ReFi - you may be wondering…

  • You don't pay taxes on growth, but...
  • You can only deposit $6,000 /yr
  • Growth & principal isn’t guaranteed - like most 401(k)s
  • Not liquid (same 10% early withdrawal penalty)
  • You never pay taxes on growth, Ever. ( This is 100% legal if your TFRA is set up to be compliant with current IRS tax-code.)
  • You can deposit as much as you want. (No contribution limits - every cent in grows tax-free)
  • You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account)
  • Your interest rate can be guaranteed. (Your money grows at the same yearly rate as when you opened your account— even if the market crashes)
  • Your money can be liquid. (Your account growth and value— can be accessed in any amount—at any time—without penalty)
  • You pay taxes on growth (the minute you withdraw)
  • Your growth & principal is not guaranteed (most 401(k)s rise & fall in lockstep, with the market)
  • Your money is not liquid (early withdrawals are penalized up to 10%).

Why Hasn’t My Financial Advisor Ever Told Me About This?

REASON 1: Most financial advisors don’t know how to refinance a retirement account or set it up to be legally tax-free for the account holder.

  • You don't pay taxes on growth, but...
  • You can only deposit $6,000 /yr
  • Growth & principal isn’t guaranteed - like most 401(k)s
  • Not liquid (same 10% early withdrawal penalty)

REASON 2: Most financial advisors only recommend the financial vehicles their company tells them to recommend.

REASON 3: Most financial advisors don’t know how to remove your risk while making your assets grow.

What does this mean? Most Americans falsely believe they’re stuck with sub-par and risky retirement accounts that will never deliver on what they need…

  • You never pay taxes on growth, Ever. ( This is 100% legal if your TFRA is set up to be compliant with current IRS tax-code.)
  • You can deposit as much as you want. (No contribution limits - every cent in grows tax-free)
  • You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account)
  • Your interest rate can be guaranteed. (Your money grows at the same yearly rate as when you opened your account— even if the market crashes)
  • Your money can be liquid. (Your account growth and value— can be accessed in any amount—at any time—without penalty)
  • You pay taxes on growth (the minute you withdraw)
  • Your growth & principal is not guaranteed (most 401(k)s rise & fall in lockstep, with the market)
  • Your money is not liquid (early withdrawals are penalized up to 10%).

A Fresh Start Is The Only Way Out Of This Mess

Since the 401(K) arrived in 1978, Americans were left alone to fend for their retirements…

  • You don't pay taxes on growth, but...
  • You can only deposit $6,000 /yr
  • Growth & principal isn’t guaranteed - like most 401(k)s
  • Not liquid (same 10% early withdrawal penalty)

You work for years, serving and investing in this nation - but businesses and government agencies won’t invest in helping you enjoy your golden years.

At Retirement ReFi, we’re committed to supporting your goals and specialize in removing the risk from your retirement.

We do that by only working with A-rated companies that are proven to have the most successful financial vehicles on the market…

Capable of refinancing your IRA, Annuity, or retirement account from a former employer into an account that secures a healthy, guaranteed income for life.

  • You never pay taxes on growth, Ever. ( This is 100% legal if your TFRA is set up to be compliant with current IRS tax-code.)
  • You can deposit as much as you want. (No contribution limits - every cent in grows tax-free)
  • You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account)
  • Your interest rate can be guaranteed. (Your money grows at the same yearly rate as when you opened your account— even if the market crashes)
  • Your money can be liquid. (Your account growth and value— can be accessed in any amount—at any time—without penalty)
  • You pay taxes on growth (the minute you withdraw)
  • Your growth & principal is not guaranteed (most 401(k)s rise & fall in lockstep, with the market)
  • Your money is not liquid (early withdrawals are penalized up to 10%).

Retirement ReFi Strategies Provided By:

  • You don't pay taxes on growth, but...
  • You can only deposit $6,000 /yr
  • Growth & principal isn’t guaranteed - like most 401(k)s
  • Not liquid (same 10% early withdrawal penalty)
  • You never pay taxes on growth, Ever. ( This is 100% legal if your TFRA is set up to be compliant with current IRS tax-code.)
  • You can deposit as much as you want. (No contribution limits - every cent in grows tax-free)
  • You never report income to the IRS, Ever. (The IRS doesn’t classify “income” as “income” inside this kind of account)
  • Your interest rate can be guaranteed. (Your money grows at the same yearly rate as when you opened your account— even if the market crashes)
  • Your money can be liquid. (Your account growth and value— can be accessed in any amount—at any time—without penalty)

Do You Qualify To Refinance Your Retirement

For Guaranteed Life-long Income?

You may be eligible for a Retirement ReFi if you have a current IRA, Annuity, or retirement account from a former employer with more than $50,000 like a 401k / TSP / 403b.

You could unlock guaranteed income for life (and possibly your spouse) with zero risk of stock market losses and zero tax liabilities on principal or growth. 

However, there are a few more qualifications you must meet.

To discover if you qualify for a Retirement ReFi, take our 30-second survey below.

To see if you qualify, complete the survey below:

30 Seconds To Apply and Pre-Qualify

Select Your State From The Drop Down

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