- Instruct your IRA custodian to distribute assets directly to Temple Beth Sholom
- Your IRA distribution to Temple Beth Sholom is tax-free.
TAX CODE REQUIREMENTS:
- You must be 70 ½ at time of distribution.
- Distribution cannot exceed $100,000 per year, per individual.
- Distribution must come directly from IRA custodian.
- You cannot receive any goods or services in return for the gift.
- Your distribution is tax-free.
- You can satisfy all or part of your required minimum distribution.
- You can satisfy outstanding pledges with an IRA distribution.
For more in-depth information, please call one of our experts at 800-200-0575.