Made payable to Foundation Assisting Seniors
Mail to:
Foundation Assisting Seniors
2518 Anthem Village Dr., Ste 102, Henderson, NV 89052
Check with your financial advisor
Check with your financial advisor
Applies to bank or brokerage accounts; Check with your financial advisor
Name the Foundation Assisting Seniors as a beneficiary
Consult with your legal professional to update your documents
Charitable Lead Annuity Trust [CLAT] or Charitable Lead Unitrust [CLUT] – check with your financial advisor
Charitable Remainder Annuity Trust [CRAT] or Charitable
Remainder Unitrust [CRUT]
Check with your financial advisor
Potentially tax free
Minimum distributions required for those over 70 1/2
Dollar amount limits that can be considered tax-free distribution. Qualified Charitable Distributions can only occur after turning 70 1/2, not the year turning 70 1/2.
Donation must be taken directly out of an IRA, not another type of account.
Check with your financial advisor or tax advisor.