Flex Fixes

Do you feel confident your beneficiaries will manage inherited IRA funds responsibly with the new 10-year liquidation requirement imposed by the SECURE Act?

flex girl illustration

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

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

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

Fill out the form below to start maximizing the benefits of the ten-year payout.

By providing your email address, you agree to receive emails from Members Trust Company.