The End of the Stretch IRA: Charitable Solutions After the SECURE Act

Baby boomers are reported to have the largest retirement savings of any American generation, and IRAs – or Individual Retirement Accounts – are one of the most common retirement savings vehicles. These taxwise tools come in many forms and grow either tax-free or tax-deferred. Whether Traditional, Roth, Simple or SEP, IRAs are also inheritable assets that owners can leave behind to their spouses, children and other beneficiaries.

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January Grant Highlights

We’re excited to share a few highlights from our recent grants to organizations serving residents of Cuyahoga, Lake and Geauga counties. These January grants focus on arts & culture, health & human services, and organizations that provide...

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