Retirements Assets

Another method of legacy giving is a contribution of funds in a retirement plan such as an IRA or 401(k). This method typically offers the greatest income tax savings (and perhaps estate tax savings) when you direct that the gift be made from your estate. As an alternative, those age 70-1/2 or older wishing to make lifetime donations can transfer funds from an IRA directly to JFS tax fee so long as certain conditions are met.

Please call Andrea Steinberg, Chief Executive Officer, at 609-822-1108 or e-mail to discuss your personal giving options.