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Tax-Free IRA to Charity Distributions Reinstated

The provision that permits taxpayers age 70½ and over to make direct distributions (up to $100,000 per year) from their Traditional or Roth IRA account to a charity has been reinstated for 2010 and 2011. The distribution is tax-free, but there is no charitable deduction. This provision can be very beneficial to taxpayers who have social security income and/or do not itemize their deductions.

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Irving Tax & Financial • 1537 Grand Avenue, Suite A • San Marcos, CA 92078
Phone: (760) 744-7433 • Fax: (760) 744-9966
Securities and Advisory Services offered through Crown Capital Securities, L.P. Registered Investment Advisor. Member FINRA/SIPC.
Irving Tax & Financial is not affiliated with Crown Capital Securities, L.P.

Irving Tax & Financial provides tax planning services to residents of Fallbrook, Bonsall, Vista, Valley Center, San Marcos, Lake San Marcos, Escondido, San Elijo Hills, Rancho Bernardo, Lake Hodges, Carmel Mountain, Poway, Rancho Penasquitos, Del Mar, Solana Beach, Rancho Santa Fe, Cardiff-By-The-Sea, Leucadia, Encinitas, Olivehain, La Costa, Carlsbad, Tri-City and Oceanside California.

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