Tax-advantaged solutions for Inherited/Stretch IRAs

Learn why EquiTrust can be an ideal landing spot for ineligible beneficiaries who’ve inherited an IRA. We’ll cover:

• Converting an Inherited IRA to a Non-Qualified contract
• SECURE Act rules and requirements
• Our simple mirrored contract process, including a hypothetical example
• Distinct EquiTrust advantages, including Income Benefit Rider eligibility