Professional Advisors Help Clients Give Retirement Assets to Charity, Tax-Free Did your clients remember to take advantage of the qualified charitable distribution from their traditional IRA last year? Current legislation allows qualified American seniors to make the gift of a lifetime by transferring a portion of their IRAs to charity, free from federal tax. Community […]
Tag: IRA Rollover
IRA Charitable Rollover Offers Unique Giving Opportunity
An IRA Charitable Rollover provides owners of Individual Retirement Accounts (IRAs) with a unique giving opportunity. IRA owners can support their favorite charities without being subject to federal income tax on the distribution from a traditional IRA. This is particularly beneficial for those with a passion for charitable giving who need to take their required […]
