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Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

| July 28, 2022
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Avoiding Charitable IRA Beneficiary Mistakes - Have you, or do you intend to name a charity as the beneficiary of your IRA? IRAs can be a great source of funds to provide a benefit for a favorite charity. Using these funds can create several traps you need to avoid to maximize benefits to the charity and other IRA beneficiaries.

Click on the link below to read Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps.

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

July's topic is Beneficiaries and we want to encourage you to review your beneficiary information this month.  It would benefit you to take the time to contact our office or your financial advisor to review your beneficiaries and make any updates or changes needed. 

If this information has been helpful to you, you can help others by sharing this post.

David S Dixon, CFP®

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