Flex Fixes
Everything
Do you feel confident your beneficiaries will manage inherited IRA funds responsibly with the new 10-year liquidation requirement imposed by the SECURE Act?
With our new FlexIRATM, you can pick your payout based on your needs… and theirs.
Flex Standard
Lump sum available to beneficiary
Beneficiary’s Choice
Lump sum available to beneficiary
Beneficiary’s Choice
Flex Protected Access
Limits payout to stretch over 10 years or lifetime, with optional distributions for beneficiary’s health, education, maintenance & support
Account Holder’s Choice
Limits payout to stretch over 10 years or lifetime, with optional distributions for beneficiary’s health, education, maintenance & support
Account Holder’s Choice
Flex Trust
IRA payout to Inheritance Protection Trust, Special Needs Trust, and/or Charitable Trust, with Members Trust Company serving as corporate trustee
Account Holder’s Choice
IRA payout to Inheritance Protection Trust, Special Needs Trust, and/or Charitable Trust, with Members Trust Company serving as corporate trustee
Account Holder’s ChoiceFill out the form below to start maximizing the benefits of the ten-year payout.
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