MTC FlexIRA Brochure

Members Trust Company has been at the forefront of Trusteed IRA solutions, designed to combine the tax benefits of an IRA account with the flexibility and control of a trust. In the past, a named IRA beneficiary could withdraw any and all funds from an IRA without any restrictions, unless a special trust had been drafted to serve as beneficiary of the IRA. Then traditional Trusteed IRAs were invented, providing account owners significant control over the timing and amounts of distributions to the named beneficiary.