Legacy Planning
As a financial planner dedicated to helping individuals make the most of their assets, I’m thrilled to share insights on an exciting development that offers incredible benefits for both your financial planning and your charitable giving aspirations. In my article, I delve into the details of the "Legacy IRA" rollover to a Charitable Gift Annuity (CGA), a recent and attractive opportunity made possible by the SECURE 2.0 Act.
This isn't just another financial strategy; it's a way to magnify your generosity while simultaneously enhancing your own financial security. Here’s what you stand to gain by exploring this option:
Boost Your Charitable Legacy
Enjoy Immediate Tax Advantages
Create a Stable Lifetime Income Stream
Master the New Rules
Optimize Your Planning
This opportunity offers a unique way to support the causes you care about while simultaneously enjoying personal financial benefits. I invite you to discover how you can leverage your IRA to create a powerful legacy and enjoy lifetime income.
More Resources
Legacy Planning
The Heart of Wealth Management: Ignite Philanthropic Conversations!
Proven Scripts to Connect Clients with Their Charitable Passions
Are you ready to deepen client relationships and offer truly holistic financial planning? In my article, I share practical strategies and sample scripts to help you confidently discuss charitable giving with your clients. Discover how these conversations can transform your practice and create a lasting ing impact!
