IRA Gifting Ages Explained: 70 ½ vs. 73 Tech Tuesday Other donors like me, make gifts like this. We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for...
70 ½ vs. 73?
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THE PGM BLOG
Tech Tuesday
Tech Tuesday – IRS Discount Rate
Understanding the IRS Discount Rate for Charitable Gift Annuities Tech Tuesday With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is...
Tech Tuesday – Secure 2.0
Secure 2.0: Key Takeaways for Fundraisers Tech Tuesday By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a...
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