As part of the RPPTL Practice Series, this program will provide an overview of the IRA charitable rollover. We will consider which taxpayers qualify, which retirement accounts qualify, which gifts qualify, and which charities qualify. We will discuss the importance of proper timing of the charitable distributions and will review important tax substantiation and reporting requirements. We will consider which taxpayers benefit most from the IRA charitable rollover and how to handle IRA accounts funded with both pre- and post-tax dollars.
12:00 PM - 12:50 PM
Navigating the IRA Charitable Rollover
Alfred J. Stashis, Jr., Naples