Making the Most of the IRA RMD Goldmine

Thursday, November 9, 2017

Join us on November 9 for the final Quarterly Luncheon of 2017!

Retirees can give up to $100,000 to charity tax-free from an IRA and have it count as their required minimum distribution for the year. Come and learn why this is a win-win strategy for both the charity and the donor. 

Presented by LaShell Lentz, CFP® at Morgan Stanley

 LaShell Lentz, Financial Advisor at Morgan Stanley, is a CERTIFIED  FINANCIALPLANNER^™ with more than 21 years of experience  developing comprehensive retirement and income planning strategies for  affluent individuals and families.  LaShell joined The Salvation Army of  Dane County Advisory Board in 2015.  She serves as Chair on The Salvation Army's Community Relations and Development Committee, Co-Chair of The Red Kettle Reception, and serves on the Strategic Planning team.   Since 2010, LaShell has also volunteered on the finance committee for the Girl Scouts of Wisconsin—Badgerland Council.