Tag: IRA rollover


Should you make a “charitable IRA rollover” in 2016?

Last year a break valued by many charitably inclined retirees was made permanent: the charitable IRA rollover. If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable … Read More »

July 26th

Tax Department, Tax Planning. Comments Off on Should you make a “charitable IRA rollover” in 2016?


Is a charitable IRA rollover right for you?

If you’re charitably inclined, age 70½ or older and have a significant balance in an IRA, a charitable IRA rollover—formally called a “qualified charitable distribution”—permits you to annually make up to $100,000 in tax-free IRA distributions to qualified charities. Charitable … Read More »

May 12th

Estate Planning Briefs. Comments Off on Is a charitable IRA rollover right for you?

HOBERMAN & LESSER, LLP