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IRA ROLLOVER

IRA Rollover
Cash
Life Estate Reserve

The IRA charitable rollover expired on December 31, 2013. The rollover has historically been part of the "extenders package" that Congress renews for one or two years at a time. Congressional leaders indicated that an extenders package would not be passed prior to 2014. As a result, the IRA charitable rollover has not been reauthorized for 2014 and beyond.

If Congress extends the IRA charitable rollover, this page will be updated with the latest information.

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