charitable IRA rollover – Page 5 – Gudema Legacy Advisors

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Interest in a webinar briefing on post-Fiscal Cliff issues?

January 7, 2013

With so many questions about the Fiscal Cliff law and the IRA Rollover, we are...

 Tags charitable IRA rollover, Fiscal Cliff

 Category Uncategorized

IRA Rollover Update: Special Rule for RMDs taken after 11/30/12!!

January 3, 2013

Thank you readers who brought to my attention something new about the Fiscal Cliff version...

 Tags charitable IRA rollover, Fiscal Cliff, RMD 2012, rmds

 Category Planned Giving Commentary, Planned Giving Related News Stories, Year End Giving

Year End Tax Planning – Here We Go….

November 16, 2012

Year end holiday shopping is already happening – what about year end tax planning? And,...

 Tags charitable IRA rollover, IRA rollover 2012, tax extender, tax extenders 2013, year end giving

 Category IRA Direct Rollover Gifts

Wall Street Journal on IRA Rollover Law

September 20, 2012

Last week, finally one of the major media outlets devoted a few paragraphs to the...

 Tags charitable IRA rollover, IRAs

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