70 ½ vs. 73?

70 ½ vs. 73?

by | May 2, 2023 | blog, Tech Tuesday

70 ½ vs. 73? We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for gifting from an IRA. Which is the correct age? What are the rules around each age? When it comes to marketing this great gifting strategy, the problem is both...

Tech Tuesday – IRS Discount Rate

by | Feb 21, 2023 | blog, Tech Tuesday

IRS Discount Rate   With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is newfound interest around Charitable Gift Annuities* (CGAs). Because of this we’re all becoming reacquainted with the IRS...
Tech Tuesday – Secure 2.0

Tech Tuesday – Secure 2.0

by | Jan 12, 2023 | blog, Tech Tuesday

Consolidated Appropriations Act of 2023 and Secure 2.0   By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age...

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