When: Monday, December 09, 2019, 12:00 PM – 1:00 PM
Where: Z.J. Loussac Public Library : Moose Meeting Room
If you’re at least 70 1/2 years of age and need to take a Required Minimum Distribution (RMD) from your IRA, you can instruct your advisor to make a gift directly from your IRA to a nonprofit charity.
Learn more at an information session with Evelyna Kuhr of Balanced CPA and Alex Lund of Foundations Asset Management.
This is event is free and open to the public.
Disclaimer: This presentation is for informational purposes only, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.