Secure 2.0 Expands IRA Rollover to Life Income Gifts

December 29, 2022

The Consolidated Appropriations Act of 2023 has now been signed into law by President Biden. Contained in the legislation is the Secure Act 2.0, which addresses many issues related to retirement planning. Most importantly for charities, it expands the definition of qualified charitable distributions (QCDs) and begins indexing the direct gift amount of $100,000 for inflation starting in 2024.

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