Maximizing Your Retirement Dollars
February 18, 2025 @ 10:30 am
Maximizing Your Retirement Dollars with Ingrid Prater, CFP®, Covenant Trust Financial Advisor & Liam Dunfey, Covenant Living Regional Director of Philanthropy
Who wouldn’t want a little extra income—especially in retirement? Ingrid Prater and Liam Dunfey will be here to outline how to make your retirement dollars work smarter for you. They’ll discuss a variety of strategies, including how to use IRAs and Charitable Gift Annuities to maximize your money.
Happy National CNA Day to all the incredible CNAs! To our amazing team at Covenant Living, thank you for being the heart and soul of our care every day. 🩺💜 ... See MoreSee Less
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June is Alzheimer’s and Brain Awareness Month—a time to shed light on a journey many of our families know all too well. At Covenant Living, we believe that a diagnosis doesn’t mean the end of a purposeful life.
From our specialized memory care programming to the everyday moments of connection between residents and staff, we are dedicated to providing a safe, engaging environment where individuals can thrive. Whether you are seeking resources for a loved one or simply want to learn more about brain health, we are here to walk this path with you.
Together, we can raise awareness and provide the compassionate support every senior deserves. ... See MoreSee Less
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Did you know a Qualified Charitable Distribution (QCD) can be a simple, tax-smart way to support causes you care about?
By giving directly from your IRA, a QCD may help reduce taxable income while also counting toward your Required Minimum Distribution (RMD). Many choose this option as a way to support meaningful programs, including Benevolent Care at Covenant Living.
If you’re curious how it works, your financial advisor or IRA provider can help you explore whether it’s a good fit.
For more information, visit: ... See MoreSee Less
An IRA charitable rollover allows individuals 70½ and older to reduce their taxable income by making a gift directly from their IRA. - Covenant Living
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An IRA charitable rollover allows individuals 70½ and older to reduce their taxable income by making a gift directly from their IRA.Comment on Facebook