You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Fontbonne far into the future.
Note: The SECURE Act increased the MRD (Minimum Required Distribution) age from 70½ to 73. The age for a Qualified Charitable Distribution (QCD), however, still remains at 70½.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
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