Donating Retirement Plan Assets EncourageGenerosity.com

Combining charitable giving and retirement plan assets provides great opportunities, and great pitfalls. This lecture review popular techniques and related tax law. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com