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IRA Charitable Rollover

Under the extended charitable IRA legislation for 2013, if you’re 70½ or older, you can make charitable gifts now to University of Wisconsin-Eau Claire Foundation, Inc. using funds from your individual retirement accounts (IRAs) without undesirable tax effects.


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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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