An Easy Conversation
Unless you’re in the business of finance, people tend to shy away from talking about their personal finances. In fact, most people in finance don’t talk about their personal finances outside of work very often. Now you’re in a position where that is precisely what you intend to talk about when you go to work. So how do you make everyone comfortable?
Talk about a Charitable IRA Rollover!
A charitable IRA rollover is a gift option that enables donors age 70ó or older to transfer up to $100,000 directly from the donor’s IRA (or IRAs) to a qualified charity each year. The donor does not recognize the transfer as taxable income on his or her tax return.
Pair that idea with Tip #6 from last month and you have a great introduction to an easy conversation.
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