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Required Minimum Distributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag

Thursday, April 11, 2024

QUESTION: Dear IRA Help, My mother passed away in April of 2023 and no required minimum distribution (RMD) was taken. The entire IRA account was paid out to the charity that was the beneficiary. Was there a requirement to take…

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“Unless you consider cat food a viable dinner option, it’s wise to take action now to bulletproof your retirement assets. Sooner or later, we pay taxes. But why allow your retirement savings to become a windfall for Uncle Sam when the money should go to you and your heirs?”

USA Today

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Jerry Matecun

“Where else can we get developments up-to-the-minute?”

Mary Aheam

“There is NO OTHER PLACE you can get this information. No other place!!!”

Tom Mosley

“Ed Slott is my go-to resource on the nuances of tax and retirement planning. His no-nonsense style makes the dizzying changes in the rules and laws surrounding these often-confusing topics understandable and more importantly, actionable.”

Jill Schlesinger ,CFP®, CBS News Business Analyst

“Ed Slott has a knack for providing tax- and retirement-planning guidance that’s easy to understand, up-to-the-minute current, and–dare I say it? Fun.”

Christine Benz ,Director of Personal Finance, Morningstar, Inc.

“Ed Slott is among the most trusted and knowledgeable retirement experts in the United States. The world is filled with those who proclaim to be retirement experts, but Ed Slott is truly that—an expert who deserves your time and attention.”

Robert Powell ,editor of Retirement Daily and TheStreet, USA Today columnist, editor of Retirement Management Journal and host of Exceptional Advisor podcast

“Ed Slott is my go-to person for smart tax-saving advice on retirement plans.”

Jane Bryant Quinn ,Author of How to Make Your Money Last: The Indispensable Retirement Guide.

“Ed Slott is the go-to expert on IRAs in an era when legislative and regulatory changes are popping up as fast and furious as a whack-a-mole game. Arm yourself with the latest insights on how to protect future retirement savings by making tax-savvy moves today.”

Mary Beth Franklin ,CFP®, Contributing Editor, InvestmentNews

“Drop what you are doing when Ed Slott conducts a seminar. Very thorough, great presentation skills and informative…you will take home ‘nuggets’ every single time that you will implement in your practice and be a hero.”

Barry Dreayer

“As a financial professional I rely on Ed’s timely & thorough updates to bring the most value to my clients. He is hands down the best presenter on IRAs, Roths, and retirement planning tips. His blog, newsletter, and webinars are invaluable, and his delivery is always lively & engaging! Thank you, Ed! Keep rocking!!”

Angela Ruff

“Great webinar! The information provided could save my clients many thousands of dollars in tax!”

Dean Duncan

“UNBELIEVABLE! All that expertise in one person?! WOW! I learned so much!”

Sheila Baugh

“Holy moly what a refreshing and amazingly educational experience! Thank you for being such an incredible ambassador for our work. I just wanted to express deep and wide appreciation for the amazing caliber of your presentation. As a former professor, I simply LOVED the charm and humor with which you delivered such critical information. It was the trifecta of pedagogical perfection: you made us grin, you kept us engaged, and we learned game changing information.”

Mari Kim ,Corporate and Foundations Relations Officer, Northwest Harvest

As anticipated Ed and his crew delivered the most complete treatment of the top issues practitioners are seeing in this area. The bifurcation of Ed speaking and his crew responding to participants’ questions provides a model for efficient knowledge-sharing, which one could hope would be replicated in other arenas. Bravo!!!’

Moshe Stepansky

Ed Slott packs so much information into his IRA webinar and considering recent legislation this was a very timely topic. Great insights explained extremely well.”

Anne Muldoon

Incredible! I consider myself an IRA Expert, but I always hope to find something beneficial in IRA webinars. Ed blew it out of the water—I left the webinar with lots of tips and some clarification I didn’t know I needed. Fantastic job!!

Teresa Roman

“So much fast-paced, yet in-depth information that I never want to miss a minute of the presentations! The energy was outstanding, and the program was every bit as well done [virtually] as in-person programs have been.”

Linda Gardner

Truly outstanding presentation packed with useful information, which was informatively, thoughtfully, and enjoyably delivered. Ed Slott again lives up to his remarkable reputation.”

Shunterica Woods

“Ed is a powerhouse presenter and a complete educator; I was on the edge of my seat for the entire hour! He delivered answers to all my burning questions and proactively answered my follow-up questions… ED, Exceptional-Dedicated!”

Marian Sterling

“Succinct and exceptionally instructive.” 

Daniel Mannion

“Ed Slott! Yes, THE Ed Slott! It doesn’t get any better than this for fast-paced, informative webinars! Too bad instructor ratings only go up to 5. He’s a 10!”

Arnold Parise