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Tag: IRA rollover

 Category IRA Direct Rollover Gifts, IRAs, Planned Giving Related News Stories, Uncategorized

IRA giving can lower Medicare premiums as well as taxable income?

jgudema
June 12, 2018
Yes, for those over age 70.5 who are now required to take their RMDs (required...
 Tags IRA rollover, IRAs, Philanthropy, Trump Tax Plan
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 Category IRA Direct Rollover Gifts, IRAs, Uncategorized

IRA Rollover Giving from SEP or Simple IRA?

jgudema
September 14, 2017
SEP IRAs and Simple IRAs are retirement accounts which small businesses create (typically for the...
 Tags charitable IRA rollover, IRA rollover, SEP, SEP IRA, Simple IRA
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 Category Planned Giving Commentary, Uncategorized

Planned Giving in 2017?

jgudema
March 6, 2017
I refuse to jump to any conclusions regarding this year in planned giving (or any...
 Tags business, congress, Donald Trump Tax Plans, IRA, IRA rollover, IRA withdrawal, rmd, rmds, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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 Category IRA Direct Rollover Gifts, IRAs, Uncategorized

IRA Giving Getting Closer (and Possibly Permanent!)

jgudema
December 16, 2015
Thank you PPP for your announcement  – click the picture to see it.  Yes, we...
 Tags IRA, IRA charitable giving, IRA rollover, IRA rollover 2010, IRAs
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
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