Karissa Lynn Bean on LinkedIn: Tax-free transfers from IRAs to CRTs and CGAs IRA owners who want to… (2024)

Karissa Lynn Bean

Licensed Agent with New York Life aiding individuals, families, and business owners in building and preserving wealth and security.

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Tax-free transfers from IRAs to CRTs and CGAsIRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options. https://bit.ly/4eJOeEn

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    Licensed Agent with New York Life aiding individuals, families, and business owners in building and preserving wealth and security.

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    Licensed Agent with New York Life aiding individuals, families, and business owners in building and preserving wealth and security.

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    There’s no single way to live in retirement, just as there’s no one way to prepare for it. New York Life is the leader in helping retirees navigate retirement more confidently.* With our Mutual Income Annuities solutions - we’ve got you covered so you can enjoy a secure, steady source of income in retirement, no matter what. Let’s talk about your financially secure future. You can reach me by email or phone. All guarantees are backed by the claims-paying ability of the issuer.*. Source: LIMRA, 06/30/2022. New York Life Mutual Income Annuities products are issued by New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010

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Karissa Lynn Bean on LinkedIn: Tax-free transfers from IRAs to CRTs and CGAsIRA owners who want to… (22)

Karissa Lynn Bean on LinkedIn: Tax-free transfers from IRAs to CRTs and CGAsIRA owners who want to… (23)

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Karissa Lynn Bean on LinkedIn: Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to… (2024)

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