November 13, 2018 – How to use Life-income gifts funded from retirement plan assets (this is using IRAs, 401ks, 403bs as a funding source for charitable life-income gifts)

Donors hold significant wealth in IRA, 401k, and other retirement plan accounts. These assets are uniquely suited to fund testamentary charitable gifts in a tax-effective manner, and can also be used to create gifts generating lifetime income.

Speaker: Tim Prosser from TIAA/Kaspick