Many people have invested in one or more retirement plans. Throughout retirement, investors will withdraw funds from their IRAs or other retirement plans, as required withdrawals and for special uses. However, it is likely that some assets will remain in the retirement funds at the end of an investor’s lifetime.

Click here to read about decisions you can make regarding these funds that can benefit you and Elderhostel.

The opportunity to make a tax-free gift from your IRA has been renewed. For more information, click here.