Category Account Beneficiary Designations, IRAs IRA Beneficiary Designations: Easy Planned Gift Option? Not so fast jgudema April 17, 2013 We all know that regular IRAs (as well as any qualified retirement account) hold “pre-tax”... Tags IRA, IRAs, planned giving Read More Category Account Beneficiary Designations, Planned Giving Vehicles IRA and Other Account Beneficiary Designations – Not So Simple After All jgudema January 20, 2012 In the Planned Giving world, we like to think that IRA and other account beneficiary... Tags IRAs, planned giving, pod Read More
