The IRA Charitable Rollover, just passed and signed into law, is a planning strategy to meet your required minimum distribution.

The IRA Charitable Rollover provision, established under the Pension Protection Act, allows individuals who have reached age 70½ to donate up to $100,000 to charitable organizations directly from their IRA, without treating the distribution as taxable income. In order to qualify, contributions must go directly to a public charity and be made from traditional IRAs or Roth IRAs

Please call 623.832.5330 or email us at info@sunhealthfoundation.org for additional information.

 

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