Did you know that if you are 70½ or older and have an Individual Retirement Account (IRA, 403b, or 401k) you can make tax-free gifts to the charity of your choice (RUMC) and have these same retirement dollars pay you and/or your spouse an income stream for life (Legacy IRA)?
Unless you just want to pay unnecessary Federal and State income taxes on your retirement distributions, please attend our free informational workshop on how recent Tax Law changes (SECURE 2.0 & Legacy IRAs) might reduce your tax obligations, increase charitable giving, and provide lifetime income.
This 10 AM to 11 AM workshop will occur on Tuesday, January 14, 2025, in the Fireside Room. Spouses and guests are welcome.
Please contact Cathy Hayhurst at 205-987-4030 or e-mail cathyh@riverchaseumc.org before noon on Monday, January 13, 2025, and provide the number in your party.
Thank you for your participation.
Robert Altman, Presenter