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104 North Laurel,
Suite 104
Port Angeles, WA 98362
Phone (360) 417-1815
Fax: (360) 457-1089
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How You Can Help - Estate Planning

  IRA Charitable Rollovers

The Pension Protection Act of 2006 permits individuals to rollover up to $100,000 from an individual retirement account (IRA) directly to a qualifying charity without recognizing the assets transferred to the qualifying charity as income. 

You can learn more about IRA Charitable Rollovers from a document published by the Council on Foundations.

IRA Document for download (48K):

The recent Emergency Economic Stabilization Act of 2008 extends this tax benefit through 2009.

  Download the full ESSA document here (728K)

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Please feel free to contact us if you have any questions or thoughts to share.