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ARTICLES OF INTEREST
But What if...?
Provide an option for your children who will inherit your IRA
How to turn a Bad Asset into a Good Asset
If a charity is the beneficiary of an IRA, the donor will be
exempt from paying income taxes on that gift.
Have Substantial Retirement Assets?
If you are over 70 1/2 and donate IRA assets to a charity the distribution might not be taxable. (NOTE: This expired December 31, 2007. Congress may extend it. Please check back later.)
Interested in learning more after reading the letters? Contact John, Tom, Rocky or Terri for details.
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