VFW.org

TIME IS RUNNING OUT

Save on taxes and help our veterans.

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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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