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Lifetime Gift from a Retirement Account
Under Pension Protection Act of 2006 - IRA
Charitable Rollover
(Is this gift for you?)
Make a lifetime gift from a retirement account, after careful review, if you are age 70½ or older and...
- You do not need the additional income necessitated by your minimun required distribution, or
- Your charitable gifts already equal 50% of your adjusted gross income, so you do not benefit from an income tax charitable deduction for additional gifts, or
- You are subject to the 2% rule that reduces your itemized deductions, or
- You do not itemize deductions.
For more information
Email us, complete the personal illustration form, or call us at 1-800-817-8943 so that we can assist you through every step of the process.