Jan 16, 2008

Charitable Gifts of Retirement Proceeds

Jane Peebles wrote an in-depth speech entitled “Charitable Gifts Of Retirement Proceeds,” which explains the nuances of charitable gifts of retirement plan assets as it pertains to the 2002 Regulations (revised from the 1987 Regulations under IRC Section 401(a)(9)). After providing thorough background on these updates, Jane describes how the new Regulations will impact the minimum required distributions during the participant’s life and those of post-death. She further explains important planning considerations surrounding charitable gifts of retirement plans to take advantage of the tax benefits while achieving philanthropic goals.

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