The SECURE Act has deferred the time when mandatory withdrawals must be taken from IRA accounts. Still, Qualified Charitable Distributions may be made beginning with the account holder’s age 70 1/2.
Month: May 2022
A Cautionary Estate Planning Tale from Dubai
A news story about a Dubai billionaire’s death highlights the need for careful estate planning and business succession planning.
Assets Can Be “Complicated”. Charitable Gift Planning Need Not Be
Sarah Weaver of the Central Indiana Community Foundation shares insights into charitable gift planning and donor-advised funds.
ESOPs – Where Tax Planning, Retirement Planning, and Estate Planning Meet
ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.