The rules for taking retirement plan distributions can be complicated for taking Required Minimum Distributions (RMDs) from your IRA, SIMPLE IRA, SEP IRA, or retirement plan account when you reach age 70½. Much like Talmudic study, understanding the rules for calculating RMD, the timeframe for withdrawals, and the taxes due on proceeds are subject to detailed discussion and analysis.
A panel of BZBI members, including Les Robbins, Sheldon Bernick, Terry Hirshorn, and Matt Whitehorn will discuss one slice of this equation: the tax benefits of receiving qualified charitable distributions from IRAs and donating them to a charity, especially BZBI.
This event is geared towards those who are 70+ and is sponsored by The Men’s Club. There is no charge for the event, although contributions are welcome. Submit your questions in advance here.
