Gifts of IRA Assets and Other Qualified Plans

Event Schedule
Thursday, January 27, 01:00 PM-02:30 PM
Presenter
Description:

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 Webinar 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.

Webinar Attributes
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