The Legacy IRA Act of 2022

The Legacy IRA Act of 2022

See How the new Legacy IRA Act of 2022 Could Allow You to Receive Income for Life  and Make a Gift to Support Survivors of Abuse  Individuals who are 70 ½ and older could make gifts through an IRA-qualified charitable distribution (QCD) of up to $100,000 a year...
Resilience’s Legacy Society

Resilience’s Legacy Society

Legacy Giving: Rebuilding Lives and Ending Violence “If you’re going to live, leave a legacy. Make a mark on the world that can’t be erased.” – Maya Angelou What is legacy giving? Simply put, legacy giving or planned giving is the transfer of...
The ABCs of QCDs

The ABCs of QCDs

The ABCs of QCDs Ilse K. Saewert, J.D., CDFA®, WMS, CEP Vice President, Investments MKS Wealth Advisors of Raymond James If you have an IRA and are 70 ½ or older, you may receive a tax benefit from making a Qualified Charitable Distribution (QCD) to a qualified...