Do You Have A Large IRA that continues to Grow?

Like many working people, your IRA may become the largest part of your estate. You may need to do some “asset balancing” to avoid future tax problems.

If you are over age 70 1/2, you can rollover up to $100,000 annually from your IRA to United Way. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits.

Read the IRA Charitable Rollover brochure.

Read about important new legislation allowing you to support one or more charities through tax-free direct gifts from your IRA.

Download the FREE Adobe Acrobat Reader to read the document above here.

For more information, please email Kathleen Haverlack or call at 914.997.6700, Ext. 760.