Charitable Strategies for Retirement Assets - Foundation Forums Series

About this event

The Community Foundation of Greater Rochester has created a community learning series, the Foundation Forums, to create learning opportunities around topics that are relevant and pressing to the public.

Foundation Forums are open to everyone and are provided at no cost to attendees. Forums are a welcome space for anyone in our community who wants to learn.

This presentation will focus on charitable giving strategies that can dramatically reduce – or even eliminate – the income tax that would otherwise be paid on inherited traditional retirement plan assets. Attendees will learn how thoughtfully integrating charitable planning into beneficiary designations and estate plans can redirect dollars away from taxes and toward causes they care about most—effectively disinheriting the IRS in favor of family and philanthropy.