IRAs can be a great source of funds to benefit your favorite charity, both during your lifetime and beyond. However, before adding your charity to your beneficiary forms, there a number of tax traps and considerations to keep in mind. 

Download Avoiding Charitable IRA Beneficary Mistakes in 5 Easy Stepspdf to maximize the benefits to both the charity and the other beneficiaries of your IRA

For professional assistance with your charitable gifting and legacy planning options, contact our office at 877-714-2362 to schedule a time for a visit.

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For more IRA Expertise, contact us!

Walter F. Pardo, Founding Partner

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008