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. Join Houston Harrison and the Capital Resource Group team for a free, education-only evening on the retirement tax rules already in effect. No products sold, no obligation.
Free event. No products sold. A team member will confirm your registration within 24 hours.
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
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.