An individual retirement account can be an excellent way to provide for your future while ensuring that individuals who desperately need home health care will be able to receive it. Your retirement account (IRA) may expose your individual heirs to an unnecessary federal income tax liability. Instead of a charitable bequest, consider making these distributions through your IRA. This will preserve more of your estate for family and friends.
Please consult your attorney or other financial adviser to review the deductibility of any gifts or other planned giving ideas.
For more information, please contact:
Donald J. Gemmiti
Development Director
Greater Lehigh Valley Visiting Nurse Association
1170 Berkshire Blvd.
Wyomissing, PA 19610
(610) 378-0481 ext. 3234
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