Solving Your Clients' Retirement Asset Concerns with Charitable Giving

In the next 5 years, an estimated $5T is expected to transfer to heirs, including significant retirement assets. This webinar will provide you with options within the SECURE Act 1.0 and 2.0 for your charitably-inclined clients who are grappling with managing retirement assets in their lifetime and beyond.  We’ll discuss:

• Qualified Charitable Distributions (QCD) from IRA accounts – the basics, rules, tax implications and using a QCD for a gift that provides income.
• Testamentary charitable giving tools that allow non-spousal beneficiaries to receive IRA proceeds over a lifetime instead of 10 years.
• Relevant provisions of the SECURE Acts pertaining to charitable giving.

About the Presenter

Johnne Syverson, CFP, CAP®, AEP and Vice President of the National Gift Annuity Foundation is a financial services and planning professional with more than 45 years’ experience. Syverson regularly serves as a resource to other professionals in charitable tax planning and was a founding member of the International Association of Advisors in Philanthropy (AiP). 

For questions or changes in registration, please email Carmen Burgos.