Sunday September 26, 2021

Planned Giving News

Thank you for your interest in California State University, Northridge. Our hope is to serve you and your family with helpful information. Please enjoy the following articles published here each week.

Personal Planner

401(k) Retirement Plans The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual account and is permitted to transfer a...

Washington News

Expanded Tax Benefits For 2021 Gifts In a September 17 letter, the Internal Revenue Service explained how both individuals and businesses may receive additional benefits for charitable gifts this year. The Taxpayer Certainty and Disaster Tax Relief Act of...

Savvy Living

How to Manage an Inherited IRA from a Parent What are the rules regarding inherited IRAs? When my mom died this year, I inherited her traditional IRA and would like to know what I need to do to execute it properly. I am very sorry about the loss of your mother...
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