Charitable giving ira

IRA Charitable Rollovers

You have done well for yourself. You’ve watched your pennies, saved aggressively, invested wisely, and now, in your golden years, you have a retirement nest egg that is more than you need. You have a philanthropic bent – an alma mater you’re fond of, a charity that is near and dear to your heart. How can you donate to these worthy causes without sacrificing to the IRS more than you think it deserves?
read more

Recent Tweets

wwm twitter

Investors lose as much as $17 billion annually in retirement dollars, or “at least” 5% to 10% of their retirement... http://t.co/yI67S17fgx
- Thursday Feb 26 - 1:00am

wwm twitter

Our offices will be CLOSED Wednesday the 25th due to the incoming weather. Stay safe everyone!
- Wednesday Feb 25 - 2:35am