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Tag: IRA beneficiary proceeds

Special Update: 4 Newsworthy Items in Charitable Giving Right Now

November 21, 2019February 15, 2023 Lynn M. Gaumer, J.D., CAP®Leave a comment

Extra! Extra! Read all about it! Catch up on the latest charitable giving news here.Continue reading Special Update: 4 Newsworthy Items in Charitable Giving Right Now →

[FREE DOWNLOAD] How to Collect IRA Proceeds

November 14, 2018February 15, 2023 Lynn M. Gaumer, J.D., CAP®1 Comment

Today we welcome back a special guest on the blog: Stelter’s Senior Technical Consultant, Lynn Gaumer, J.D. Lynn returns to provide us with steps you can take to collect IRA proceeds. Naming a charity as a beneficiary of an IRA is easy… Collecting the proceeds is harder. Charitable organizations often highlight the ease and flexibilityContinue reading [FREE DOWNLOAD] How to Collect IRA Proceeds →

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Urbandale, IA 50323
800-331-6881
stella@stelter.com
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