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Saturday December 3, 2022

News

Thank you for your interest in Southern Minnesota Initiative Foundation. Our hope is to serve you and your family with helpful information. More
Ten Reasons to Update Your Estate Plan
Personal Planner
Ten Reasons to Update Your Estate Plan
You have completed a will and perhaps a revocable living trust. Your...
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Benefit in 2022 With an IRA Charitable Rollover
Washington News
Benefit in 2022 With an IRA Charitable Rollover
Each year, IRA owners age 72 and older must take a required minimum...
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How to Find a Daily Money Manager
Savvy Living
How to Find a Daily Money Manager
Are there any services that can help my parent with their financial duties?...
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IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
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