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.
Caring For Generations
Month: May 2022
A Cautionary Estate Planning Tale from Dubai
On Behalf of Rebecca W. Geyer & Associates P.C. | May 18, 2022 | business planning, estate administration, estate and tax planning
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
On Behalf of Rebecca W. Geyer & Associates P.C. | May 11, 2022 | charitable estate planning, charitable giving, couples' estate planning
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
On Behalf of Rebecca W. Geyer & Associates P.C. | May 4, 2022 | business planning, estate and tax planning, Estate Planning
ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.
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