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IRA Rollover: A Gift with Substantial Benefits

IRA Rollover:  A Gift with Substantial Benefits
Mark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite charity several times in recent years.

Because Mark was over age 70½, he could give away up to $100,000 directly from his IRA to his favorite charity this year. Mark's gift would qualify for his required minimum distribution amount, reducing his income and taxes.

Mark: Making an IRA rollover gift was an obvious solution to my tax situation. Also, I wanted to help the same charity again this year.

Mark gave the maximum amount, $100,000, for an IRA rollover gift this year. Because of Mark's income level, he enjoyed added tax benefits.

Mark: I hope I can reduce my income every year and help my favorite charity with an IRA rollover gift!

Is an IRA rollover gift right for you?


Have you calculated what your IRA required minimum distribution will be this year and how it will affect your taxes? If you have questions about how you can benefit from an IRA rollover, please feel free to contact us.

*Please note: The name and image above are representative of a typical donor and may or may not be an actual donor to our organization.


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