The New IRA Gift Annuity--Make a Charitable Contribution & Get a Lifetime Fixed Annuity All In One

The new Secure Act 2.0 introduced the IRA Gift Annuity starting this year. It allows you to make a one-time charitable contribution out of an IRA for as much as $50,000 and get monthly income for life.

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Video Resources
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Pomona College's Plan: https://pomonaplan.pomona.edu/types-plans/life-income-plans/ira-gift-annuity
Red Cross Example: https://www.redcrosslegacy.org/how-you-can-give/giving-and-generating-income/ira-charitable-rollover-gift-annuity-plan
Schwab's Income Annuity Calculator: https://www.schwab.com/annuities/fixed-income-annuity-calculator

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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Видео The New IRA Gift Annuity--Make a Charitable Contribution & Get a Lifetime Fixed Annuity All In One канала Rob Berger