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Tuesday, October 4, 2011

Save on taxes and help our veterans.

Here's how it works:

Your Benefits:

• • Avoid paying tax on your required minimum distribution this year.
• • A quick and easy estate tax reduction strategy.
• • Fund programs for veterans and their families.

To Qualify:

• You must be 70 ½ or older.
• • Distributions can only be made from traditional IRAs or Roth IRAs.
• • The distribution must be directly to the VFW by your plan trustee.
• • The maximum contribution you can make is $100,000.
• • Transfer must be executed before December 31, 2011.

It's that easy. For a sample letter you can use to request a transfer from your plan administrator, contact the VFW Planned Giving Office at plannedgiving@vfw.org or (816) 968-1119.

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