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CNE Webinar: Gifts of Retirement Assets

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Community Foundation of North Central Florida

3919 West Newberry Road

#3

Gainesville, FL 32607

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Join the CNE at the Community Foundation as we host this webinar focused on retirements assets. We will be hosting the webinar in our training room and providing attendees with light refreshments.

As of March 2015, Americans held $25 trillion in their retirement plans, of which $7.6 trillion were in IRAs and another $6.8 trillion in 401(k)s. In 2015 the market value of all publicly traded corporations in the United States was $62 trillion. That means that assets held in retirement accounts represent over 40% of the value of all public U.S. companies! Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t.

This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of the charitable IRA rollover.

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Community Foundation of North Central Florida

3919 West Newberry Road

#3

Gainesville, FL 32607

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