|
Estate & Tax Advisory Council Benefits of a Roth IRA Conversion Presentation Is the New 2010 Roth IRA conversion opportunity something you should consider? New to 2010, the income restrictions for individuals converting from a Traditional IRA or employer-sponsored retirement plan to a Roth IRA have been eliminated. Learn about the potential benefits of a Roth IRA conversion Attend our informative seminar to hear about the many potential benefits and, if appropriate, how to use them to your advantage. During this presentation Vince Clemente '75 and John Corey '70, members of the Saint Patrick Estate and Tax Advisory Council will cover:
5900 West Belmont Avenue Lowell I. Stahl Cultural Centre Stahl Family Theatre Parking Available in the Belmont Avenue Lot Thursday, March 11, 2010 7:00 p.m. ? 8:30 p.m. Please make your reservations or contact Tom Meilinger ?92 at 7773.205.3770 by March 5, 2010
A Gift that Generates Income for You A Saint Patrick High School Charitable Gift Annuity is a great way to generate income for yourself and loved ones. This is a contract between yourself and St. Pat's that is part gift and part annuity. In addition to the annuity payment, you would receive a charitable income tax deduction and a portion of each annuity payment may be tax-free. For those of you who might consider a gift to St. Pat's but would like to include your gift as part of your overall estate plan, this would be a great option for you. A minimum of $10,000 is required to begin an annuity at St. Pat's. Our gift annuity program is managed by the Chicago Community Trust. Here are 10 reasons to like gift annuities: Simple, easy contract Fixed income stream Income paid for life Higher payouts with age Tax-free income portion Capital gain paid over life High effective return Bypass of gain on gift part Tax savings from deduction Satisfaction that you have made a farsighted gift which will secure the future of Saint Patrick High School
Benefits for Your Family and Saint Patrick High School Below are stories about alumni and friends who support the mission of Saint Patrick High School. Just click on the picture to view their story. To read more testimonials from our alumni and friends click here.
Steps to Wise Giving  There are several steps you can take in making the decision to make a gift. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Professional Advisors We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact tmeilinger@stpatrick.org. If you are a professional advisor, you may take the following steps on this site.
|
|||||||||||||||||
|
© Copyright 1999-2010 Crescendo Interactive, Inc. |
|||||||||||||||||
Thank you for your interest in supporting the students and programs of Saint Patrick High School. We have an increasing number of alumni who are now benefiting from gift annuities, life income gifts, and other plans. This site was created for you. Please take some time to explore all of its benefits.
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 
