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Individual Retirement Account

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IRA Charitable Rollover Reminder

Each IRA owner over the age of 70½ may make a transfer of up to $100,000 per year to a qualified charity and the mandated distribution is age 72.  IRA charitable rollovers are tax-free and not included in adjusted gross income. An IRA charitable rollover may fulfill your required minimum distribution (RMD).

Call Deacon Steve Stemper, Lisa Kukura or Joshua Gideon at 303-468-9885 or visit www.thecatholicfoundation.com for more information.

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Give Your IRA a Vacation

Rather than take an RMD (required minimum distribution) and pay income tax, use the IRA charitable rollover to support our parish. Ask how by reaching out to our friends at The Catholic Foundation – call Deacon Steve Stemper, Lisa Kukura or Joshua Gideon at 303-468-9885 or visit www.thecatholicfoundation.com for more information.

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If you have a question or would like to learn more, please contact Beth Chatterton at bchatterton@thecatholicfoundation.com or call 303.468.9885.