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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