The Secure Act 2.0 allows for a once-in-a-lifetime distribution from your IRA to a qualified Charitable Gift Annuity.
- Applies to IRA owners age 70 1/2.
- Maximum allowable distribution of $50,000 in 2023.
- Qualifies for your annual Required Minimum Distribution.
The IRA-to-Gift-Annuity generates income for life for the IRA owner and spouse based on the rate guidelines we follow as sponsoring members of the American Council on Gift Annuities.
Increase Your Retirement Income and Help Yellowstone Boys & Girls!
Call us today to find out what an IRA-to-Gift-Annuity can do for you.
