Discover how donors can leverage life income gifts to supplement retirement funds, reduce taxes, and make a meaningful impact ...

The law allowing tax-free IRA direct transfers to charities of up to $105,000 annually (no life-income) isn't changed. This is the indexed for inflation amount for 2024.

Suggestion: A pooled income fund life-income rollover. In addition to urging Congress to increase the $50,000 amount and make it an annual provision (not one year only), ...

This fixed, stable income will be paid to me quarterly for the rest of my life, regardless of market fluctuations. In my case, I receive $3,400 annually based on my age of 76. That’s a 6.8% rate.

The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate (FBFWX, 0.66%, 2.9%), which holds roughly 50% in stocks and 50% in bonds, ranges between 3. ...