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December 2017

Gifts of Retirement Plan Assets

December 11 @ 11:30 am - 1:00 pm
Jeffrey Lydenberg

Americans hold more than $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. This presentation will discuss strategies for attracting lifetime gifts of charitable IRA rollovers plus opportunities for end of life distributions to charity.

Jeff Lydenberg
PG Calc
Vice President, Consulting
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