Analogies, like narratives, capture and hold the reader's interest. Your post succeeded throughout. Excellent — thank you! Looking forward to more from you.
If you retire partway through the calendar year in which you reach age 70.5 and you contributed to a traditional IRA while working during that year, I'm told you may not make a QCD in that year. Wait until the following calendar year to begin making QCDs.
Comments
An experience, though, pays out twice. Don't forget the third (actually first) payment, which Jonathan has written about: the anticipation.
Post: The Decaying Curve vs. the Time Value of Money
Link to comment from November 13, 2026
Analogies, like narratives, capture and hold the reader's interest. Your post succeeded throughout. Excellent — thank you! Looking forward to more from you.
Post: Your Financial RPE
Link to comment from October 17, 2026
You basically donate cash to a nonprofit that funds K-12 scholarships Can the donation be via QCD?
Post: Education Freedom Tax Credit
Link to comment from October 16, 2026
If you retire partway through the calendar year in which you reach age 70.5 and you contributed to a traditional IRA while working during that year, I'm told you may not make a QCD in that year. Wait until the following calendar year to begin making QCDs.
Post: Gifts That Give Back
Link to comment from May 28, 2022
I think it's not "advanced" but "advance" directives, i.e., directives in advance.
Post: Giving Directions
Link to comment from January 12, 2022