Have You Rolled Over Yet?
If you are at least 70 ½ years old, you can transfer up to $100,000 directly to the Beefmaster Educational Endowment Foundation (B.E.E.F.) for education and research in our breed from a traditional or Roth IRA without paying income tax on the withdrawal — and help meet your required minimum distribution … annually! In addition, you can deduct the entire amount from your annual gross income … a tremendous benefit to you and to your breed!
To discuss your IRA Charitable Rollover, simply notify your IRA Administrator or contact us at either:
Roger Fuller – Campaign Finance Director
1955 CR 106, Paige, TXÂ 78659-4210
[P] 512-659-5428 * [F] 888-870-2404
Gerald Galbraith – Campaign Special Gifts Coordinator
1802 Elmwood, Abilene, TXÂ 79605
[P] 325-829-3883 * [F] 325-676-1808
gerald.galbraith@wfadvisors.com
Bob Siddons – National Campaign Co-Chair
724 Vanguard, Lakeway, TXÂ 78734
[P] 512-261-5327
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B.E.E.F. is not engaged in rendering legal or tax advisory service. For advice and assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this article is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.