The Stretch IRA Trust
If you have a large IRA or 401k, you might already be aware of the SECURE Act 2.0.

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

And 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 lunch and learn 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allowing beneficiaries to spread withdrawals over their lifetime, the law now requires most inherited IRA funds to be withdrawn within just 10 years.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:

  • Benefit: Completely Avoid the “New Death Tax”
  • Feature: 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, December 19th, 2024
  • Time: 2-3PM Eastern
  • Place: Zoom
Sterling Foundation Management was founded in 1998 as the first nationwide firm dedicated to creating and managing private foundations for high net worth individuals and families. Since then, Sterling has grown to serve thousands of families in virtually every area where the concerns of high net worth families intersect with philanthropy. 
Register for this educational workshop with
nationally recognized
expert Roger Silk.

Details:

  • Date: Thursday, December 19th, 2024
  • ​Time: 2-3PM Eastern
  • Place: Zoom
Space is limited, and this lunch and learn is already filling up fast.

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

Click the link below to reserve your spot at this free lunch and learn.

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 we’ll see you at the lunch at learn!

We will even deliver lunch to your door for the first 30 IRA owners who register,
so please make sure to enter your correct email and cell phone so we can get you lunch.


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