DENVER -- Charitable rollovers were available last year to those who had reached aged 70 1/2, the age of required retirement account distributions. But this year, charitable rollovers aren't an option under current law. How should planners handle required distributions a client doesn't need?
The answer, says Georgia State University law professor Sam Donaldson, isnt too difficult but understanding all the issues can be time consuming, he told advisors in his presentation on estate and tax planning at the annual Schwab Impact conference.
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