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Planned Giving

  • Support a cause that's important to you with a charitable gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift

News

Monday November 28, 2022

Thank you for your interest in Eastern University. Our hope is to serve you and your family with helpful information.
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Are there any services that can help my parent with their financial duties? My parent is having difficulty managing...
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Each year, IRA owners age 72 and older must take a required minimum distribution (RMD). The RMD in nearly all cases is calculated using the Uniform Table. Under the Uniform Table, distributions generally start age 72 at approximately 3.7% and increase each year. The RMD must be taken on or before December 31 of each year. Many IRA owners with significant balances take the RMD during the last quarter of the year. Because many individuals with larger IRAs do not require IRA funds for daily living expenses, delaying an RMD until the end of the year allows for additional tax-free growth in the...
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You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a...
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