Learn more about the most trusted trust and investment services in the industry.
It’s As Simple As Checking A Box.
The FlexIRA™ allows you to provide for any beneficiary, including charities. If you change your mind, just check a box on the form. You can easily upgrade your plan from one option to another, at no additional cost.
Your beneficiary gets a choice between withdrawing the entire account balance in a lump sum or within 10 years after your death.
Flex Protected Access
If your beneficiary is financially inexperienced, you can pay the balance in installments. You can also specify that these distributions be only used for health, education, maintenance, and support.
Use your IRA balance to extend payouts past the 10-year limit, support a beneficiary with special needs, or grow your assets tax-free for charity.
A Solution to the 2019 SECURE Act
With our new FlexIRA, you can pick your payout based on your needs… and theirs.
Let's Get Flexible.
We're standing by to ensure your legacy thrives.
CLICK TO VIEW FLEXIRA FAQS