Using Your IRA to Make a Year-End Charitable Gift
Waldorf, MD – If by Dec. 31, 2013 you will be 70 1/2 and older, you may want to consider making a gift to a charitable fund with a gift directly from your traditional or Roth Individual Retirement Account (IRA) without incurring income taxes today or estate taxes in the future. Called the IRA Charitable Rollover, the provision allows eligible individuals to “roll over” up to $100,000 from an IRA directly to a charitable fund.Learn More →