Wills better late than never
You can craft your will for free through , a service provided by the University of 有料盒子视频 Foundation. If you've been putting off making a will because of a busy schedule or uncertainty about the process, the has upcoming sessions to easily walk you through the process.
Will and Estate Planning: Easier Done Than Said
SOC-07 (in-person)
SOC-07-Z (distance-delivered)
Session I: Sept. 21, 28, Oct. 5
Thursdays 2-3:15 p.m. (3 weeks)
*OLLI membership is not required.
Learn how easy it is to plan your estate and leave gifts to people and charities that mean the most to your family! Philanthropic advisors for the UA Foundation will discuss giving through your retirement and estate planning and other strategies. All attendees will receive a printed will planning guide. Bring your laptop, and we will show you how to use UA鈥檚 FreeWill software. If you鈥檝e never had time to meet with an estate planner or advisor, please feel free to schedule an appointment with Harry, Scott, or Teresa鈥攓uestions are welcome, but they can give you more in-depth advice during one-on-one appointments. In-person enrollment limited to 26.
Facilitator: Teresa Chepoda Usibelli, major gift officer, 有料盒子视频. Presenters: Harry W. Need, senior director of philanthropic services, UA Foundation; Scott Taylor, philanthropic advisor, UA Foundation.
Tax-Wise Retirement Distribution Strategies
SOC-17 (in-person)
SOC-17-Z (distance-delivered)
Dates: Oct. 26, 27
Thursday and Friday 3:45 - 5 p.m. (2 meetings)
*OLLI membership is not required.
Since the SECURE Act took effect in 2020, almost all beneficiaries will have to take the total amount of inherited retirement accounts out within a 10 year period of time, resulting in higher taxes, due sooner. We鈥檒l discuss the SECURE act and alternative strategies to reduce your income tax and to pass, to your beneficiaries, your remaining retirement account values in the most tax efficient way. We鈥檒l explore the relationship between IRA withdrawals, taxability of Social Security and Medicare part B payments, and how to leverage your giving power with Qualified Charitable Distributions from your IRA. We would encourage those attending to bring their statements or have them available to participate in this activity. In-person enrollment limited to 26.
Facilitator and presenter: Teresa Chepoda Usibelli, major gift officer with 有料盒子视频. Instructor Dick Harsin, CPA, CFP庐锔, loves helping people achieve their ideal retirement.