NOT FOR REPRINT
Year-End RMDs and the QCD Workaround Strategy
Expert Opinion December 11, 2024 at 06:39 PM
Share & Print
What You Need To Know
- Charitably minded clients can direct up to $105,000 in IRA funds to charity.
- Beneficiaries of inherited IRAs who are older than 70.5 are also permitted to make QCDs.
- Clients should be mindful of the "first dollars out" rule.
NOT FOR REPRINT
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More Information