Menu:

Subscribe to The Estate Preservation Advisor Newsletter and receive the Free Video, "How to Sell Your Life Insurance Policy for More Than the Cash Value."

Name
Email

 

Latest news:

Sept 1 , 2006:
The Pension Protection Act of 2006 allows people 70 1/2 and older to give up to $100,000 from their IRA to charity in 2006 and 2007 and not pay taxes on it.

Read more...

January 1, 2007:
The annual gift tax exclusion to any person remains at $12,000 for 2007.

Charitable Planning

 

How to Increase Income, Lower Your Taxes and Help Your Favorite Charity

Do you have an under-performing asset and a desire to benefit your favorite cause? Take a look at a simple planning option that could significantly boost your income and give you a warm feeling in your heart.
Read more...

How To Gift Your IRA Money to Charity and Not Pay Taxes On It

The Pension Protection Act of 2006 allows a limited window of time to move funds directly from your IRA to the charity of your choice with no tax consequences. Read the rules...
Read more...

How to Make a Sizable Charitable Donation From Your IRA—Tax Free

If you are over 70 ½, have an IRA and are charitably inclined, a new law allows you to make a substantial gift from your IRA—tax free. But currently there is a narrow window of opportunity.
Read more...

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

Home | About Us | Contact Us | Terms of Use | Privacy Policy