Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
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Estate Gifts
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IRA Rollover Gifts:
Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to The Florida Bar Foundation. We would be pleased to discuss, in confidence, ways in which you may support The Florida Bar Foundation. These measures may also have an impact on your estate planning.

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