Stretch

The Stretch IRA Trust

If you have a IRA or 401k worth over one million dollars, you might already be aware of the SECURE Act 2.0.

Forbes, and others, are calling the SECURE Act “The New Death Tax.”

That’s the truth: SECURE has created serious challenges for anyone who wants to pass on their retirement savings to loved ones.

That’s why we’re inviting you to a free, exclusive virtual training to learn how to protect your IRA and preserve your wealth for future generations.

The SECURE Act 2.0 eliminated a critical tool for IRA owners: the Stretch IRA.

Instead of allowing beneficiaries to spread withdrawals over their lifetime, the law now requires most inherited IRA funds to be withdrawn within just 10 years.

But here’s the good news:

We’ve developed a solution that allows you to sidestep these challenges and restore the benefits of the Stretch IRA.

During our lunch and learn, we’ll reveal how our innovative StretchIRA Trust can help you:

Completely Avoid the “New Death Tax”
Minimize Tax Exposure: Keep more of your money in your family’s hands — not the IRS’s.
Extend Wealth Over Generations: Distribute your savings on your terms, not on the government’s timeline.
Safeguard Your Legacy: Protect your assets from taxes, creditors, and even unexpected life events like divorce.

Event Details

Date: Thursday, August 27th, 2026
Time: 2-3PM Eastern
Place: Zoom

Details:

Date: Thursday, August 27th, 2026
Time: 2-3PM Eastern
Place: Zoom

Don’t miss your chance to learn how to protect and preserve your IRA for generations to come.

In less than an hour, you’ll discover the strategies to ensure your IRA is working for your family — not against them

Don’t wait until it’s too late

Your legacy depends on it.

Reserve your seat today, and make sure to enter your correct email and cell phone so we can get you the link to attend live.

Event Details

Details:

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