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
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