An amazing gifting opportunity has been created by Congress and your local Catholic parish or charity can benefit! Passage of the SECURE Act 2.0 into law allows seniors aged 70½ or older to give a one-time, tax-free $50,000 rollover from their IRA into a charitable gift annuity. This webinar will teach you how this process can offer you protected income for retirement, satisfy your required minimum distribution, potentially offer you tax benefits, and provide a gift for your local parish or charity! Learn about this great opportunity the federal government is offering charitable-minded seniors like you. Register now to attend this webinar for free.
Catholic United Financial is a member-owned not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.