Gifts of Retirement Account Assets
More and more donors use qualified retirement account assets in
their charitable gift planning. The reason: Retirement account
assets left to loved ones may be subject to higher taxation than
other types of assets.
By using retirement account assets to fund your charitable
bequest (and selecting alternative assets to leave to family
members) you may be able to reduce taxes that otherwise would be
imposed on those assets and leave more to your intended
beneficiaries.
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