Estate Gifts to Delta Pi

 

Hey Brothers --How can you plan gift assets to the Delta Pi Scholarship fund and avoid taxes and deduct the contribution .         

1) Take money from your IRA or qualified retirement plan and directly make the check payable to the Delta Pi Scholarship fund. No income tax and a tax deduction        

2) leave a % of your IRA at your death   This avoids federal income tax and inheritance tax  

For further information  call me at 570 772 3172  Ron Cioffi      

P.S. Feeling less than confident about your retirement? See how you compare to the national average and current Ameriprise clients with The 3-Minute Confident RetirementSM check today and learn how I can help you retire on your terms.

Ronald E. Cioffi, CFP®, AAMS®, CRPC®, CFS®

Private Wealth Advisor

Cioffi Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, Inc.

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Ameriprise Financial Services, Inc.

932 Washington Blvd

Williamsport, Pa 17701

O: 570.322.1002 | F: 570.322.1102 | M: 570.772.3172

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