Attention: Americans Worried About RMDs and Estate Taxes…
Brand New And IRS-Approved Tax Plan Removes RMDs and Estate Taxes
Presented by: Tax-Free Trust Plan
Posted: December 2025
I said "goodbye" to RMDs and estate taxes with the Tax-Free Trust Plan! Now I'm telling all my friends
Priscilla L.
Estate taxes and RMDs could have eaten away our legacy. Not anymore because of the Tax-Free Trust Plan!
Cheryl and Dave B.
The Tax-Free Trust Plan team removed RMDs for me and my heirs!
David K.
Contents:
What Are The Two Big Problems?
Most Wealthy Americans are worried about:
❌ RMDs forcing mandatory distributions so you have to pay tax on money you don’t need…
❌ And estate taxes taking as much as 40% from your heirs…
You might be saying...
“I know about those problems, but it always seems like I have to patch a bunch of different ideas together to try to solve them.”
Keep reading if you want to solve these problems for your family
There are two keys to solving these problems…
You need a holistic, all-in-one plan that can solve these problems in order
You need a licensed advisor (kind of like a master project manager) trained to lead the collaboration between a tax professional, trust professional, and wealth management professional.
There is a way to solve both these problems at the same time.
It uses three Trust Management companies…
It’s called the Tax-Free Trust Plan:
✅ Trusted—more than $404 BILLION in assets under management
✅ Track Record—These A+ Rated Trust Management companies have a combined 174 years of experience.
Because of the trust and track record of these Trust Management companies...
And the support of its licensed advisors...
Families like yours now have access to a solution to reduce (and sometimes completely remove) estate taxes and RMDs.
How does the Tax-Free Trust Plan work?
Here’s how the Tax-Free Trust Plan works:
Convert your tax-deferred accounts (like IRAs) using a Roth Rescue
Fund the Tax-Free Trust with the converted assets—this protects your assets from probate and estate taxes
Transfer those assets tax-free to your heirs.
What’s the catch?
Well, there’s actually two:
The First Catch: the clock is ticking - the estate tax exemption is scheduled to drop by half in 2026.
The Second Catch: the Tax-Free Trust Plan works best if you have more than $500,000 in qualified assets.
Even if you think your current estate plan, living trust, irrevocable trust, life insurance or any other retirement preparations have you covered, a TFTP can still be the secret weapon to prioritize your family over the IRS.
Who needs a Tax-Free Trust Plan?
Most Americans don't need (or qualify for the Tax-Free Trust Plan).
We find there are typically 3 categories of people who are interested in the TFTP…
What are Americans like you doing to prequalify for the Tax-Free Trust Plan?
You may prequalify for the Tax-Free Trust Plan if you have more than $500k saved for retirement.
However, there are a few more steps you must take.
To discover if you prequalify for the Tax-Free Trust Plan, please complete the following:
What Is A Licensed Tax-Free Trust Advisor?
A Licensed Tax-Free Trust Advisor has earned a special license required by your state…
They act as Master Project Managers that are specifically trained to lead the collaboration between a tax-professional, trust professional, and wealth management professional.
This allows them to work directly with Trust Managers at A-Rated Trust Companies.
And allows them to be certified as a Licensed Tax-Free Trust Advisor.
Can you qualify for a Tax-Free Trust Plan?
Only 30% of prequalified Americans can actually implement a Tax-Free Trust Plan due to legal restrictions.
To complete your qualification and provide a customized and personalized Tax-Free Trust Plan, your Licensed Tax-Free Trust Advisor will need 5 - 15 minutes so they can determine if a Tax-Free Trust Plan is suitable for you.
Like a mortgage, once you're pre-qualified, you need to speak with a banker.
This is no different.
Your Licensed Tax-Free Trust Advisor will be the first to tell you that a Tax-Free Trust Plan will not work for you.
Take the 30-second pre-qualification survey below:
The Tax-Free Trust Plan strategy works best if you have more than $500k in retirement savings
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