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New IRA legislation has been enacted that may provide even more tax savings for you and your heirs. The SECURE Act continues to allow you to make qualified charitable distributions from your IRA if you are 70 ½ or older but delays the mandatory withdrawal age to 72. What does that mean for you?
Learn more about tax-smart ways to give from your IRA
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
