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As Boomers Near Retirement, IRA Rollover Gifts to Charities Will Hit New Highs

The oldest Baby Boomers (those born in 1946) will start turning 70 1/2 this year.  IRAs are the biggest asset class among their financial investments. Now that the IRA Rollover giving incentive is permanent, we look forward to working on tax-wise gift planning with Boomers in the coming years.

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