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Year-End RMDs and the QCD Workaround Strategy
Expert Opinion December 11, 2024 at 06:39 PM
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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.
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