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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 IRAThank you for your interest in this donor story. We are delighted that you are interested in further information on this gift option. Please fill out the form below so that we can respond to your questions. We will be contacting you shortly.
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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.
