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25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including:

Mandatory ROTH Catch-Up Rule
Beneficiary Payout Rules
Little Known Nuances of IRA Account Rules

Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

\n\n

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25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including:

Mandatory ROTH Catch-Up Rule
Beneficiary Payout Rules
Little Known Nuances of IRA Account Rules

Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

\n\n

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25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including:

Mandatory ROTH Catch-Up Rule
Beneficiary Payout Rules
Little Known Nuances of IRA Account Rules

Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

\n\n

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Ed Slott IRA Insights

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