August 26, 2020 – Opportunity Knocking: Non-Spouse Stretch IRAs, Annuities and IRA CRUTS

August 26, 2020 @ 12:00 pm – 1:00 pm
Vitural Meeting (Zoom)
Michelle C. Herting

Opportunity Knocking: Non-Spouse Stretch IRAs, Annuities and IRA CRUTS

Linda Wight Mazur and Raymond T. Rotolo

August 26, 2020

The SECURE Act now requires most non-spouse heirs to take all of the money out of an inherited retirement plan within 10 years, instead of over their lifetimes.  Learn about these new rules, how they will impact donors, and charitable options for achieving payments stretched over a lifetime.

Linda Mazur leads the Gift Planning Department of Pomona College, her alma mater. Before coming to Pomona, Linda worked as an estate planning attorney in private practice, chairing the Probate, Trust, and Estate Planning Section of the Beverly Hills Bar Association in 1995. She is a graduate of UCLA Law School.   

Ray spent 14 years in the life insurance and financial planning field, with a 2-year time-out to serve as volunteer (with his wife) at the Kwai River Christian Mission with the American Baptist Churches in Thailand. In 1990, he became the Dir. of Planned Giving at George Fox University in Newberg, OR. Now in his 31st year in the planned giving profession, he became the Asst. Dir. of PG in 1995 at his alma mater (’76), Claremont McKenna College, and then the Dir. of PG in 2008. Because the College is young and has less than 1,000 alumni over age 70, the planned giving program is unique in that 95% of the donors to the program are non-alumni. Ray lives in Upland, CA, with his wife Diane, 2 fun-loving dogs, and a large tortoise who puts in an occasional appearance. They have 5 sons, all of whom are Eagle Scouts.  


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