IRA Rollovers

News & Analysis as of May 25, 2013

Bill on Bankruptcy: Lawyers Easily Make Simple Words Complicated

IRS Announces Deadline to Make 2012 Charitable/IRA Rollovers

by J. Grant Coleman | King, Krebs & Jurgens, PLLC on 1/18/2013

On January 16, 2013, the IRS issued a notice (IR-2013-6) advising that certain IRA owners have a limited time to make tax-free transfers to eligible charities and have them count for 2012. IRA owners age 70½ or older have...more

Taxpayers Can Double Up On Direct IRA Distributions To Charity In January

by Charles (Chuck) Rubin on 1/11/2013

Taxpayers with IRA balances incur income when they are required to take minimum distributions from their IRAs. Oftentimes, the minimum distributions can be quite large, if their IRA has a large balance from a rollover of...more

Congress Avoids the Fiscal ‘Cliff’—Now What?

by David Herpe, Richard Lang, Jonathan Motto | McDermott Will & Emery on 1/10/2013

The new federal tax bill establishes permanent income, estate, gift and generation-skipping transfer tax provisions that present additional planning opportunities for 2013 and beyond. ...more

New Tax Act's Impact on Planning for Charitable Donations

by Jill Dodd, Vivian Redsar | Manatt, Phelps & Phillips, LLP on 1/9/2013

New Year's Day brought new tax legislation passed by Congress, called the American Taxpayer Relief Act of 2012 (the "Act"), which President Obama has signed into law. The Act has made some important changes to the tax law...more

Charitable Giving Under the New Tax Law: A Unique (But Brief) Opportunity for IRA Rollovers and Other Highlights

by Patterson Belknap Webb & Tyler LLP on 1/8/2013

The American Taxpayer Relief Act of 2012 enacted in Washington last week creates a unique opportunity for charitable giving. Individuals with IRAs who have attained age 70½ may make a tax-free rollover to charity of up to...more

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