Gifts of Retirement Plan Assets

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Thursday, January 22, 01:00 PM-02:30 PM
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As of the end of 2013, Americans held $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion in 401(k)s. That's "trillion" with a "t." 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.

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