» Charitable Rollover Exclusion

Charitable IRA Tax Break Made Permanent

January 7th, 2016
The 2006 IRA charitable rollover exclusion was a popular tax break for wealthy elderly people and the charities to which they donate. It has been made permanent. Seniors trying to spend down the size of an estate for estate tax purposes often find it… Read More
Read More
Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Succession, Taxes, Trust Funding, Weblogs, Will
Tags: Charitable Rollover Exclusion, Charity, Donations, estate plan, Estate Tax, IRA, Philanthropic Giving, Tax Penalties