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Tax Saving Tip: Can Still Make 2012 Charitable IRA Donations - By February 1st

January 17, 2013

IRA owners 70 1/2 and older have until January 31, 2013 to make tax-free direct transfers (limited to $100,000 annually) to eligible charities out of their IRA and elect to treat these transfers as if they were made on December 31, 2012. Additionally, eligible IRA owners who received December 2012 distributions can transfer any portion of that distribution to a charitable organization by January 31, 2013, and treat it as made in 2012. Contact the financial advisors and accountants at World Trend Financial and Terry Lockridge & Dunn to learn more!


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