Virginia Society of Tax & Accounting Professionals - Charitable donations from IRAs, expanded rollovers to Roth accounts, list of pre-approved plans and upcoming phone forums

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Charitable donations from IRAs, expanded rollovers to Roth accounts, list of pre-approved plans and upcoming phone forums

Tax-free IRA rollovers to charity extended
IRA owners, age 70½ or older, can transfer tax-free up to $100,000 for both 2012 (by February 1, 2013) and 2013 to eligible charities.

In-plan Roth rollovers expanded
More funds can be rolled into designated Roth accounts.

Phone forums

Ethics – professional standards of conduct for individuals who advise retirement plans (February 13 at 2 p.m. ET)
2012 Cumulative List of Changes in Plan Qualification Requirements for plans that will submit a determination letter application beginning February 1, 2013 (February 28 at 2 p.m. ET)

List of pre-approved plans
Second six-year cycle (PPA) list of pre-approved defined contribution plans submitted on or after February 1, 2011.

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