Solving Your Client’s Retirement Asset Concerns with Charitable Giving
For Professional Advisors:
Join us online on Friday March 28, 2025 8AM – 9AM
In the next five years, an estimated $5T is expected to transfer to heirs, including significant retirement assets. This webinar will provide you with options within the SECURE Act 1.0 & 2.0 for your charitably-inclined clients who are grappling with managing retirement assets in their lifetime and beyond. We’ll discuss:
- Qualified Charitable Distributions (QCD) from IRA accounts – the basics, rules, tax implications and using a QCD for a gift that provides income.
- Testamentary charitable giving tools that allow non-spousal beneficiaries to receive IRA proceeds over a lifetime instead of 10 years.
- Relevant provisions of the SECURE Acts pertaining to charitable giving.
About the Presenter
Johnne Syverson, CFP, CAP®, AEP and Vice President of the National Gift Annuity Foundation is a financial services and planning professional with more than 45 years’ experience. Syversen regularly serves as a resource to other professionals in charitable tax planning and was a founding member of the International Association of Advisors in Philanthropy (AiP).