Keeping You Informed

Newsroom

Give and Receive with a Charitable Gift Annuity

Give and Receive with a Charitable Gift Annuity

In 1966, The Beatles put into song how seniors often feel when receiving a Required Minimum Distribution (RMD) from their traditional Individual Retirement Account (IRA): “If you drive a car, I'll tax the street. If you try to sit, I'll tax your seat. If you get too...