I'm 75 now and discovered the QCD thanks to my SMI newsletter at 71. The annuity distributions begin this year. Discovered that they are incompatible with Donor Advised Funds. "Assume" since they are "qualified funds" those distributions satisfy RMD requirements and may be distributed as QCDs. Any recommendations?
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I'm 75 now and discovered the QCD thanks to my SMI newsletter at 71. The annuity distributions begin this year. Discovered that they are incompatible with Donor Advised Funds. "Assume" since they are "qualified funds" those distributions satisfy RMD requirements and may be distributed as QCDs. Any recommendations?
Post: Giving Made Easy
Link to comment from February 6, 2023