Flex Fixes Everything
Introducing the FlexIRA™.
To create a lasting legacy, your clients may need more than an IRA and a simple will. Members Trust Company has been at the forefront of trusteed IRA solutions, designed to combine the tax benefits of an IRA account with the flexibility and control of a trust to provide maximum control over how the assets are passed on to future generations.
In the past, a named IRA beneficiary had unrestricted rights to withdraw any and all funds from an IRA, so an IRA trust would have to be drafted to exert more control over IRA assets after death. Now, thanks to our FlexIRA, your clients can control the timing and the amounts of distributions from their IRA accounts for beneficiaries – all through a single account that combines an IRA with the flexibility of a trust.
By opening a FlexIRA with Members Trust Company, your clients can provide protection for their beneficiaries, avoid guardianship and probate proceedings, incorporate their IRAs into a comprehensive estate plan and ensure that their IRA assets are professionally managed and invested by a team who not only hold the highest industry designations like CFA® and CFP®, but years of experience.