Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

1-888-535-9485

News

Sunday December 16, 2018

Our News
Exciting events are happening at Hazelden Betty Ford Foundation
Thank you for your interest in Hazelden Betty Ford Foundation. Our hope is to serve you and your family with helpful information.
More
Savvy Living
Have You Checked Your Social Security Statement for Errors?
I have heard that Social Security sometimes makes mistakes on our earnings records, which can reduce our monthly...
More
Washington News
Required IRA Distributions by December 31
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum distribution (RMD) by December 31, 2018. Generally, traditional IRA, traditional 401(k), 403(b) and other qualified plan owners must take an RMD the year they reach age 70½. For 2018, this rule applies to IRA owners born between July 1, 1947 and June 30, 1948. Normally, RMDs must be taken by December 31. The RMD is calculated using the IRS Uniform Table (with an exception for couples with one spouse more than ten years younger than the other) and is about 3.77% of the account balance on the prior December 31st. The typical RMD increases each year from about 3.77% at age 71 to 5.35% at age 80 and 8.77% at age 90. IRA and other qualified plan owners born between July 1, 1947 and June 30, 1948 may take their initial RMD by December 31, 2018 or delay the...
More
Personal Planner
How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are...
More
scriptsknown