IRA Rollover


How does it work?
– If you are 70 1/2 or older, instruct your IRA administrator in writing to distribute any amount up to $100,000 from your IRA directly to The Associated.

What are the benefits?
– Avoid taxes on transfers of up to $100,000 from your IRA to The Associated.
– Satisfy all or a portion of your required minimum distribution for the year.
– Reduce your taxable income.
– Pay your annual campaign pledge or establish an endowment.

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