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AFP eWire
May 26, 2008 |
House Passes IRA Rollover The House of Representatives passed a bill on Wednesday, May 21, that included an extension of the IRA Rollover provision.   |
AFP eWire
December 1, 2015 |
Contact Congress TODAY to Reinstate and Make Permanent the IRA Rollover Congress is poised to take action on tax extenders to reinstate the Individual Retirement Account Charitable Rollover provision and other charitable provisions. |
AFP eWire
December 16, 2015 |
Tax Extenders Bill Would Make IRA Rollover Permanent Congress has reached agreement on a package of tax bills that would make several charitable giving incentives permanent, including the Charitable IRA Rollover. |
AFP eWire
October 8, 2007 |
New Version of IRA Rollover Bill Introduced With the current provision for IRA rollover for charitable giving about to expire, bills are being pushed to extend or expand IRA rollovers. |
AFP eWire
October 3, 2008 |
IRA Rollover Provision Reinstated Through 2009 President Bush has signed into law the $700 billion economic bailout bill, which includes a two-year extension of the IRA Rollover provision. |
AFP eWire
December 2, 2014 |
Congress Reaches Deal on IRA Rollover, But Major Hurdles Remain "AFP is strongly supportive of a permanent IRA Rollover, and we will be pushing for that," said Andrew Watt, FInstF, president and CEO of AFP. |
AFP eWire
March 19, 2007 |
Bills Introduced to Expand, Extend IRA Rollover The Public Good IRA Rollover Act would make the IRA rollover provision permanent. It also would allow donors age 59 1/2 or older to make contributions tax free from their IRAs to a charitable remainder trust, pooled income gift or charitable gift annuity. |
AFP eWire
June 3, 2014 |
The Long (and Continuing) Travels of the Charitable IRA Rollover Since being first approved in 2006, the IRA Rollover provision has expired -- and been reinstated -- several times in a process AFP and other charities have gotten used to. |
AFP eWire
April 23, 2014 |
IRA Rollover Provision Included in Senate's EXPIRE Act The IRA Charitable Rollover has worked very successfully over the last few years, but it would be far more effective if it were made permanent. |
AFP eWire
January 28, 2008 |
AFP Urges Congress to Include IRA Rollover in Stimulus Package AFP has submitted a written statement to the Senate Finance Committee, urging Senators to include an extension of the IRA Rollover provision in the economic stimulus package currently being considered. |
AFP eWire
February 11, 2008 |
President's Budget Includes IRA Rollover, Other Giving Provisions President Bush's proposed 2009 budget contains a provision to make permanent the Individual Retirement Account Rollover provision, which expired at the end of 2007. |
AFP eWire
November 12, 2007 |
IRA Rollover Extension Approved by the House The House of Representatives has passed legislation, the Temporary Tax Relief Act of 2007 (H.R. 3996), that includes a one-year extension of the Individual Retirement Account rollover provision and several other charitable giving incentives. |
AFP eWire
December 17, 2010 |
IRA Charitable Rollover Included in Final Tax Bill - Provision Could Boost Giving by Billions Annually The IRA Charitable Rollover would allow donors age 70 1/2 to exclude from their taxable income any IRA funds up to $100,000 that have been withdrawn and transferred to a charity when filing a tax return |
AFP eWire
December 7, 2010 |
President Obama and GOP Tax Cuts Extension Could Extend the IRA Rollover Provision President Obama and the Republicans in Congress have forged an agreement on a two-year extension of several tax cuts. It is AFP's hope that an extension of the IRA Rollover provision will be included in the final iteration of that agreement. |
AFP eWire
February 12, 2007 |
IRA Rollover Included in President's FY2008 Budget President Bush's newly released budget for Fiscal Year 2008 includes a provision to make the IRA Rollover provision permanent, as well as several other charitable giving incentives. |
AFP eWire
July 30, 2007 |
AFP to Congress: Make the IRA Rollover Permanent In written comments delivered to Congress, AFP called for the expansion and permanent extension of the IRA Rollover provision and congressional allocation of greater resources for Internal Revenue Service (IRS) enforcement initiatives. |
AFP eWire
April 28, 2008 |
IRA Rollover Provision Introduced by Key Senators The chair and ranking member of the Senate Finance Committee have introduced comprehensive tax legislation that includes an extension of the IRA Rollover provision until Dec. 31, 2009. |
AFP eWire
August 20, 2007 |
New Charitable Regulations Not High Priority for Finance Chair Senator Baucus indicated his support for extending the IRA Rollover provision, but was less enthusiastic about extending the provision to different types of groups and increasing the amount donors can give. |
AFP eWire
August 7, 2006 |
IRA Rollover Close to Final Approval The Senate passed a pension reform bill containing the IRA rollover provision and other charitable giving incentives, as well as a series of charitable reforms. |
AFP eWire
January 2, 2013 |
Charitable Deduction Not Taken Down by the Fiscal Cliff The charitable deduction was left mostly unscathed by the fiscal cliff negotiations and the recently passed bill. |
AFP eWire
December 9, 2014 |
Take Action: Urge Your House Member of Congress to Pass Legislation That Includes a Permanent Extension of the IRA Rollover Provision The House plans to place the Supporting America's Charities Act (H.R. 5806) on the suspension calendar (a fast-track means of passing legislation) that would permanently extend three charitable provisions. |
AFP eWire
March 13, 2006 |
AFP Leaders Attend White House Philanthropy Conference The purpose of the conference was to emphasize the important role that corporations and foundations play in funding social services. The White House also released data showing federal discretionary grant activity with faith-based charities in 2005. |
AFP eWire
August 18, 2006 |
IRA Rollover Signed Into Law President Bush signed into law a pension reform bill that includes several giving incentives, including the IRA rollover provision. Fundraising strategies and plans will need to be immediately adjusted. |
AFP eWire
January 5, 2009 |
IRA Mandatory Minimum Distribution Rule Waived for 2009 Through the recently enacted Worker, Retiree and Employer Recovery Act of 2008, individuals who are 70 1/2 and older can keep all of their funds in their IRA without receiving a tax penalty. |
AFP eWire
April 22, 2015 |
AFP Submits Comments to Senate on Tax Reform, Charitable Incentives Comments were offered to the Individual Income Tax and Business Income Tax Working Groups of the Senate Finance Committee, calling on the Senate to keep the charitable deduction in its current form. |
AFP eWire
March 27, 2006 |
New Non-itemizer Deduction Penalizes Donors Who Itemize The non-itemizer deduction in the Senate-passed tax reconciliation bill contains an unprecedented floor for charitable contributions that effectively taxes donors who itemize their gifts. |
AFP eWire
December 19, 2005 |
House Passes Tax Reconciliation Bill Without Charitable Giving Incentives or Reforms The House approved H.R. 4297, the Tax Relief Extension Reconciliation Act of 2005, by a vote of 234 -- 197 without any of the charitable giving incentives found in the Senate approved companion legislation. However, there does appear to be some negotiating room for the future. |
AFP eWire
January 31, 2005 |
Care Act Included in "Top Ten" Priorities for 109th Congress The Charity Aid, Recovery and Empowerment (CARE) Act has been introduced this year as part of Senate Bill 6 (S. 6), which is one of the top ten legislative priorities for the 109th Congress over the next two years. |
AFP eWire
July 13, 2007 |
"Stretch" Giving on the Rise Charities are seeing an increasing numbers of donors making gifts out of proportion to their wealth. One reason is the soon-to-expire IRA rollover provision. |
Financial Advisor
April 2007
Raymond Fazzi |
A Lift For Giving A new legislative proposal would remove the annual limit of $100,000 on IRA rollover donations and allow a broader range of charities to receive donations and provide IRA owners with planned giving options. |
AFP eWire
May 30, 2006 |
AFP Testifies Before Congress on Charitable Giving Act At a hearing of the Small Business Subcommittee on Rural Enterprises, Agriculture and Technology, AFP called on Congress to help charities by passing charitable giving incentives. |
AFP eWire
December 11, 2006 |
Stability for Philanthropic Giving Index, Confusion Over the IRA Rollover The fundraising climate has stabilized over the past year, but charities have seen only limited success so far with the new Individual Retirement Account (IRA) rollover provision, according to the latest Philanthropic Giving Index. |
AFP eWire
September 26, 2005 |
Powerful Giving Incentive in Katrina Relief Legislation Congress has passed a Hurricane Katrina tax relief bill that does not include the IRA Rollover provision, but does contain a new incentive that could encourage additional giving. |
AFP eWire
September 19, 2005 |
House and Senate Introduce Hurricane Katrina Tax Relief Legislation Congress has introduced Hurricane Katrina tax relief packages that include direct grants to help those affected by the tragedy, as well as tax incentives to encourage charitable giving. |
AFP eWire
March 12, 2007 |
New Congressional Caucus on Philanthropy Formed The first-ever Congressional Philanthropy Caucus has been created in the House of Representatives, and a similar Senate group may be formed soon. |
Financial Planning
March 1, 2008
Ed Slott |
Rollover Confusion What's the current rule on non-spouse rollovers from company plans under the Pension Protection Act of 2006? Do company plans have to allow this or not? Read on for the confusing rules regarding this. |
Financial Planning
March 1, 2008 |
Ed Slott's New Slot Ed Slott's Q&A: The IRS, non-spouse IRA beneficiaries, and rollovers... |
Financial Planning
November 1, 2006
Ed Slott |
Stretching Benefits The new Pension Protection Act contains the most sweeping changes to U.S. pension rules in more than 30 years. Buried in the 900-plus pages of this tax act are several gems that create new retirement planning opportunities for your financial advisory clients. |
Financial Planning
November 1, 2008
Ed Slott |
Are IRAs Safe? The good news: Retirement accounts are federally insured up to $250,000 per bank. Congress raised the limit from $100,000 in 2006. |
Investment Advisor
October 2007
Kara P. Stapleton |
IRA Rollovers Rebound There is a group of people with a significant amount of money that are in need of advisory services when it comes to IRA rollover accounts. |
Financial Planning
November 1, 2005
Ed Slott |
IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times. |
AFP eWire
March 14, 2005 |
Bush Nixes Non-Itemizer Despite New Study About Its Impact The Bush Administration has indicated it will no longer push for passage of the non-itemizer deduction, even as a new study shows the provision would increase giving for the United Way of America (UWA) and other organizations. |
AFP eWire
April 28, 2008 |
Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts. |
AFP eWire
July 8, 2015 |
Senate Working Groups Highlight Charitable Giving Incentives in Tax Reform "Exploration" Charitable giving incentives, including the IRA Rollover Provision, were featured prominently in the reports of the Senate Finance Committee working groups that identified key areas for future consideration during the tax reform debate. |
Investment Advisor
April 2007
Savita Iyer |
An Underutilized Charitable Option More education is needed to encourage tax-free gifts to nonprofits from financial advisory clients' IRAs. |
The Motley Fool
November 20, 2006
Mary Dalrymple |
Rule Your Rollover The world of retirement has changed, and that means more responsibility for workers. The trade-off also means more choice and more control for investors. |
AFP eWire
March 8, 2004 |
Care Act Given New Life as Amendment to Jobs Bill The Charity Aid, Recovery and Empowerment (CARE) Act has been offered as an amendment to the Manufacturing Jobs Creation Act, giving the charitable incentives bill new life and an opportunity for approval in Congress. |
AFP eWire
October 3, 2005 |
Care Act Introduced in House and Senate The Charity Aid, Recovery and Empowerment (CARE) Act, S.1780, was reintroduced by Sens. Rick Santorum (R-Pa.) and Joseph Lieberman (D-Conn.) on Sept. 28, 2005. |
The Motley Fool
September 8, 2009
Dan Caplinger |
This Smart Money Move Is Worth Waiting For On Jan. 1, millions of investors will get an opportunity that many have never had before -- the ability to convert some of their retirement funds into a Roth IRA. |
The Motley Fool
September 27, 2006
Dan Caplinger |
Pension Reform and You How might the Pension Protection Act affect your pension? |
