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Who should consider giving retirement plan assets?

April 26, 2017assets giving retirement plan

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Who should consider giving retirement plan assets?

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A. If you have accumulated excess funds in a tax-favored retirement plan, or you are required to make mandatory withdrawals from such plans, you may find this option appealing. Sharing tax-favored assets with charitable interests as part of your retirement planning can be a wonderful way to continue a lifelong commitment to helping others.