Avoiding Charitable IRA Beneficiary Mistakes

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Designating a nonprofit organization or charity as a beneficiary of your estate is admirable. However, although their tax-exempt status makes IRAs ideal for charitable gifting, some complexities may arise during estate administration.

If naming other IRA beneficiaries (in addition to a charity), properly divide accounts for each intended heir to avoid potential traps. To maximize the amount gifted to your charity and other IRA beneficiaries, click below to learn how to avoid charitable IRA beneficiary mistakes. 

Financial Success Doesn’t Happen by Chance. (click here for a video summary)

Have more questions about your qualified retirement accounts or strategies for financial gifting?

Contact lead advisor Chris Robinson, ChFC, at our office, 940-464-4104, to schedule a time to discuss your current questions.

RFG Wealth Advisory in Argyle, Texas, is an independent, fee-only registered investment advisor firm that always puts our clients’ interests first. We have a transparent, simple fee structure that’s easy to understand. Call us today!

P.S. Interested in charitable gifting that can fulfill RMD requirements, gift to your charity, and create lifetime income for you? Let’s discuss new options available under SECURE Act 2.0 that create this triple win.

Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.

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Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

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Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

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