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Saturday October 23, 2021

News

Thank you for your interest in Southern Minnesota Initiative Foundation. Our hope is to serve you and your family with helpful information. More
IRA and 401(k) Designated Beneficiary Options
Personal Planner
IRA and 401(k) Designated Beneficiary Options
Each year, IRAs and 401(k)s are subject to required minimum distributions...
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Largest Social Security Increase in Four Decades
Washington News
Largest Social Security Increase in Four Decades
The Social Security Administration has announced a 5.9% increase in...
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Financial Assistance for Aging-in-Place Improvements
Savvy Living
Financial Assistance for Aging-in-Place Improvements
Do you know of any financial assistance programs that can help seniors with...
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scriptsknown

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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