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This Year's SECURE Act

This Year's SECURE Act

Article Type: Ask a Planner

Q: How does this year’s SECURE Act affect my IRA giving?

A. What’s Changed:

1. Now you can continue to invest in your IRA after age 70 ½,

but if you do, those investments will reduce your annual

qualified charitable distribution limit. Talk to a trusted

advisor for further details.

2. You don’t have to take your required minimum distribution

until age 72.

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Year-End Giving Deadlines

Year-End Giving Deadlines

Article Type: Ask a Planner

Q: What’s my deadline for year-end giving to my church and other ministries?

A: If you want to claim credit on this year’s taxes, the specifics vary according to what you plan to give:

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In Light of the Current Market, Should I Still Consider Giving Stock?

In Light of the Current Market, Should I Still Consider Giving Stock?

Article Type: Ask a Planner

Q: In light of the current market, should I still consider giving stock?

A: Absolutely! Giving appreciated stock, real estate or other non-cash assets remains one of the most cost-effective ways to support your church or other ministries since you will receive a fair market value deduction at the time of your gift and avoid capital gains on the sale of appreciated assets.

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Gifts That Pay Income

Gifts That Pay Income

Article Type: Ask a Planner

Q: What kinds of gifts can I give in exchange for life income payments?

A: Surprisingly, there are a variety of gifts you can give in exchange for payments for life – everything from cash, publicly traded appreciated stock, real estate that has grown in value, farm machinery that is paid for and depreciated, and commodities such as grains, fruits or even livestock.

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