Jeff Lydenberg will be doing a presentation on "Gifts of Retirement Assets" at University Club of Nashville - Vanderbilt Campus
University Club in Nashville, Tennessee.
Summary: Assets held in retirement accounts represent over 40%* of the value of all public U.S. companies! Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This presentation will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.
* As of June 30, 2017, Americans held $26.6 trillion in their retirement plans, of which $8.4 trillion were in IRAs and another $7.5 trillion in 401(k)s.