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Taylor: Weird friction - Why is it so hard for charitable organizations to receive IRA money left by estates?
May 11, 2021
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300 dpi Cliff Blair illustration of IRA vault with money spilling out of it. The Tallahassee Democrat 1995<p> krtnational national; krt; krtcampus campus; mctillustration; 04018000; 09006000; 09011000; 09011001; employe benefit; employee benefit; FIN; krtlabor labor; LAB; pension; retirement; wage; 04000000; 04006018; krtbusiness business; krtfinancialservice financial services; krtnamer north america; krtpersonalfinance personal finance; krtusbusiness; u.s. us united states; ira individual retirement account; ta contributed blair; 1995; krt1995Blair / MCTShow MoreShow Less
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If you re a typical saver, you probably defer taxes by investing in a 401(k) or traditional individual retirement account while you are in lower marginal tax rates and then withdraw funds later in life at highe
Housing and Development Newsletter
She served as the president of the Charitable Estate Planning Institute from 2012 and retired in 2016. Hays lectures to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning, and IRAs, as well as income, estate and gift taxation.
Hays earned a bachelor of science in business administration and a J.D degree from Drake University Law School, Des Moines, Iowa.
Registration is $15 for members; $20 for non-members. Zoom instructions will be sent after registration.
Charitable Gift Planners of Santa Barbara (formerly the Planned Giving Round Table of Santa Barbara) is a professional association for nonprofit development officers and allied professionals in financial, legal, accounting and consulting services. The local council is affiliated with and a chapter of the National Association of Charitable Gift Planners.