Tax Free Accounts
Matrix specializes in working with self directed tax free retirement accounts. Roth IRA accounts and Roth 401k accounts and Cloverdell Education Savings

A self directed IRA or 401k allows you to decide and direct your retirement money into any investment permitted by the IRS that you choose. This includes investing in discount notes and trust deeds
A Coverdell Education Savings Account (ESA) is an account created as an incentive to help parents and students save for education expenses. Contributions to a Coverdell ESA are not deductible, but amounts deposited in the account grow tax free until distributed. This benefit applies to qualified higher education expenses as well as to qualified elementary and secondary education expenses.

Call us or email us for more information: contact@matrixfinancialnetwork.com, 360 754 7623, or 1 800 248 0688