IRA Charitable Rollover Archives | Sand Hill Global Advisors

Gifting from an IRA Account

April 2, 2018

The Qualified Charitable Distribution (QCD) remains permanent. Qualified Charitable Distributions (QCD) were made permanent by the Protecting Americans from Tax Hikes (PATH) Act of 2015 and were untouched by this new tax overhaul. IRA owners age 70½ or older can distribute up to $100,000 per year from their IRA directly to charitable organizations. These distributions … Continued

The PATH Leads to Permanent Tax Benefits

January 21, 2016

By webenertia_admin

Protecting Americans from Tax Hikes Act of 2015 Signed into Law Very rarely big changes sweep the landscape of financial planning but when they do taxpayers are sometimes awarded significant benefit from the change. On December 18, 2015, the Protecting Americans from Tax Hikes (PATH) Act was signed into law. The Act does considerably more … Continued

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Gifting from an IRA Account

The PATH Leads to Permanent Tax Benefits