The stretch IRA is gone. Medicare surcharges now hinge on a single dollar. And the account you're proudest of may be taxed the hardest — sometimes on your children's return. Reserve your seat for a free, education-only evening with Houston Harrison and the Capital Resource Group team. No products sold, no obligation.
Reserve My Free Seat ↓Free event. No products sold. A team member will confirm your registration within 24 hours.
By selecting “Reserve My Free Seat,” you acknowledge that you will receive emails and text messages from Capital Resource Group regarding this event and potential future events, and that your information will never be sold to third-party distributors.
Thank you — a member of the Capital Resource Group team will reach out within 24 hours to confirm your seat and share event details.
Questions? Call us at 501-322-8701
A relaxed, education-only evening — no products sold, no obligation. Here's what you need to know before you go.
None of these are predictions or opinions — they're current IRS and Medicare rules, already affecting families near retirement. Bring your questions. Leave with a clearer map.
The "stretch IRA" ended in 2025. How the new 10-year rule works, who it hits hardest, and why a lifetime of saving can reach your kids as a tax bill.
Medicare's income surcharge is a cliff, not a slope. How one dollar over a bracket can raise your premiums for a full year, and why it looks back two years.
Tax-deferred isn't tax-free. How the taxes you postponed come due — often at a higher rate later, and sometimes on the people who inherit the account.
How required minimum distributions work, and why forced withdrawals can push you into higher brackets — and higher Medicare premiums — later in retirement.
Retirement taxes run on a delay. What's decided when, why the two-year look-back matters, and which planning windows quietly close as you age.
How beneficiaries, account type, and the order you draw down all shape what your family actually keeps — versus what goes to taxes.
Capital Resource Group is an independent firm. This event is purely educational: no products are offered or sold, and there's no obligation of any kind. If you'd like to talk further afterward, that's entirely your choice — but the evening itself is just information.
Founder & Financial Advisor · Capital Resource Group, LLC
Houston Harrison has spent 25+ years helping families in Northwest Arkansas navigate the critical decisions that come with retirement and estate planning. As founder of Capital Resource Group — a fully independent advisory firm — he is never tied to a product quota or company agenda. His focus is always your family's financial security.
Houston developed the Red Zone Retirement Roadmap — a proven process integrating retirement income strategies, tax efficiency, asset protection, and estate planning into one comprehensive plan.