In addition to helping fund your retirement, qualified retirement assets can form the foundation of personal philanthropic giving:
- For those aged 70½ +, IRA Charitable Rollover gifts are an option to make a current tax-wise gift.
- Naming a qualified charity as a future beneficiary of a distribution of any size from retirement assets is a simple way to make a planned gift without updating your will or trust.
This information is not intended as tax, legal, or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.