Mar 19, 2024 | Blog post, Uncategorized
Say hello to Katie Jo, intern at Surrey Devon! Katie Jo is a senior Social Work major at West Chester University. As part of her degree program, she is interning with Surrey Member Services. If you have questions, need referrals, or are looking for assistance –...
Dec 7, 2021 | Uncategorized
If you are 70 1/2 or older, you can make a charitable gift directly from your IRA without paying income tax on the withdrawal. How it works Sam, age 78, has $500,000 in an IRA. He doesn’t need the entire $24,600+ he’s required to take this year, and he...
