Did a webinar a couple of weeks ago for Bryan Clontz on the so-called "legacy" IRA, which was enacted as part of the appropriations bill at the close of the last session. And this has led to at least two other speaking gigs on the same subject.
Linked below are a copy of the slide deck I will be using for a breakfast meeting of the local planned giving roiundtable in March, together with an article I wrote for their newsletter and an FAQ which we are using as a distro piece.
Linked below are a copy of the slide deck I will be using for a breakfast meeting of the local planned giving roiundtable in March, together with an article I wrote for their newsletter and an FAQ which we are using as a distro piece.
| legacy_ira_handout.pdf |
| legacy.pdf |
| tl_dr.pdf |
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