Ask Terry Questions Legacy CGA

Legacy CGA

By Terry Savage on February 27, 2023 | Financial Planning / Retirement

Dear Terry,
I heard about something called a “Legacy CGA” as a way offset some of my RMD and provide income to me and eventually a charitable contribution. Can you tell us anything more about this?
Thank you

Terry Says

Do you have way too much money in your IRA — and don’t need your required minimum distributions???
I thought not.
Someone is trying to sell you something. Avoid!

Recent Financial Planning / Retirement Questions



a personal
finance question