“It’s Working!” The Legacy IRA Act in 2023 and Other Life Income Plans

Jun 22, 2023

The enactment of the new 2023 Legacy IRA Act has allowed many to take advantage of a unique life income opportunity to use a tax-free IRA withdrawal for a charitable gift annuity.

Join us for a discussion led by Neal P. Myerberg, Attorney and Principal, Myerberg Philanthropic Advisors, to learn more about the substantial tax, income, and estate planning benefits of life income plans, with particular emphasis on using a tax-free IRA withdrawal.

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