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IRA Charitable Rollover Update

The Charitable IRA Rollover legislation that permitted individuals at least 70½ years old to make tax-free charitable distributions from IRAs expired on December 31, 2013.

In the past, Congress has renewed the law, occasionally retroactively. We will update this page as soon as we learn of any legislative changes with respect to the opportunity for 2014 and beyond. Stay tuned!

Meanwhile, the impact of income and estate taxes on your IRA still makes it a favorable asset to contribute to The Holton-Arms School through a beneficiary designation. Read more about giving through your retirement plan.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Holton-Arms School    College Preparatory School for Girls Grades 3-12
7303 River Road      Bethesda, MD 20817     301 365 5300     CONTACT US | SITE MAP | EMPLOYMENT
Inveniam viam aut faciam • I will find a way or make one
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