Year End Giving From Your IRA
By Tim Rowe
November 29, 2023
The holidays are a time of traditions for most of us, and one of those may be special, year end giving.
Maybe you’ve wanted to make some special gifts this year but economic stresses have taken a toll on your cash reserves. There are tried and true strategies for making gifts out of your IRA, and a new option to fund a charitable gift annuity that way.
These are general recommendations and may not apply to everyone. You should consult with your CPA for specific advice based on your circumstances.
First, some definitions:
- Adjusted gross income or AGI – This is basically your income before you take your standard or itemized deduction.
- Regular distribution – This is just money taken from your IRA…
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