Charitable IRA Rollover
A new law offers a tax planning strategy to manage charitable distributions from individual retirement accounts.
This is a very sensible option for many of our alumni and friends. Please consider the following:
- You must be 70.5 years of age.
- Tax benefits apply to gifts up to $100,000 per year.
- The provision expires December 31, 2009.
- The amount must be in the form of an outright gift.
More information about the new law:
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