Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift. Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, and 403(b) plans.

To determine your Required Minimum Distribution from IRAs with the Kiplinger Calculator, click here.

To explore IRS Retirement Plans FAQs regarding Required Minimum Distributions, click here.