With the Baby Boomer generation retiring in droves, we are seeing a shift in the accessible assets of our donors and clients. While some donors rely heavily on their retirement funds, others have little to no need to touch these funds. Yet, at 70 ½, they are required to withdraw a minimum amount each year. 

Understanding the rules and implications of IRA Rollovers and Required Minimum Distributions (RMDs) gives you the opportunity to guide your supporters in achieving their personal, financial, and giving goals. 

In our IRA Rollover Workshop, we will explore this topic further, by providing you with practical examples, professional resources, and tools to implement unique strategies and engage in conversations with those you serve.

Join us at 10:00 am or 4:00pm!!