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, isn’t 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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