If you are charitably inclined, own an individual retirement account (IRA), and are aged 70½ or older, you can make contributions directly from your IRA to qualified charitable organizations.
Did you know that 56 percent of Americans either do not have an estate plan or have one that needs to be updated to meet their current circumstances?
One of your most precious legal rights is the ability to distribute the assets you have spent a lifetime accumulating to the people and charitable organizations that matter most to you.
Many older people benefit from making gifts directly from their individual retirement accounts (IRAs).
This month’s article explains how you can take advantage of a tax-savvy charitable giving opportunity while rebalancing your portfolio.