Episode 2: Charitable Giving through a Retirement Plan

We discuss charitable giving through retirement plans - the types of retirement accounts, required minimum distributions, the IRA charitable rollover, charitable beneficiary designations, rules for sending year-end gifts, and opportunities in 2020 through the CARES Act.

Our guest is Stephen Berman, CPA, Tulane class of 1970, MBA 1972, of Stephen M. Berman & Associates, LLC.

This episode contains time-sensitive content that may no longer be applicable after 2020.