Need to satisfy your Required Minimum Distribution? Here’s the smart solution.
– Connor Sutton, ’61 and Ria Sutton, ‘64
IRA Charitable Rollover
If you are 70 ½ or older and don’t need your IRA funds to support yourself, you might want to consider transferring your required minimum distribution (the minimum amount you must withdraw each year) directly to University of the Pacific.
Why is this a good idea?
A few reasons:
You can reference our Frequently Asked Questions, or let us know how we can help you by filling in the form below. We’ll be in touch to answer your questions!