Looking to 2023: Reflections on the Year

Looking to 2023: Reflections on the Year

Dear Surrey Community, As the close of the year fast approaches, we look to 2023 with eagerness and excitement, our eyes focused on a bright future. Yet, the year’s end also invites moments of reflection and a look back on all we have accomplished together over the...

Make An Impact Giving with Your IRA

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...