Tuesday October 15, 2024
News
Thank you for your interest in Catholic Community Foundation of San Diego. Our hope is to serve you and your family with helpful gift planning information.
Personal Planner
Separate and Joint Property
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan to leave 50% of my share to Pete and the other half to my...
Washington News
IRA Required Minimum Distributions by December 31
Each year the Internal Revenue Service (IRS) reminds taxpayers over age 73 that they should take a required minimum distribution (RMD) by December 31. The one exception is for IRA owners who turned age 73 in 2024. These individuals may delay their...
Savvy Living
How to Find an Affordable Medicare Prescription Drug Plan
What is the best way to compare Medicare Part D prescription drug plans? My Part D premium is increasing in 2025, and I would like to use the fall open enrollment period to find a more affordable plan. It is a good idea to compare your Medicare...
