May a beneficial IRA “owner” make a QCD
Beneficiary is age 61 and inherits mom’s IRA. Mom was 82. Since bene has RMDs, can he elect to use QCDs?
What if he was over age 70 1/2?
Thanks,
-m
Beneficiary is age 61 and inherits mom’s IRA. Mom was 82. Since bene has RMDs, can he elect to use QCDs?
What if he was over age 70 1/2?
Thanks,
-m
Permalink Submitted by Alan - IRA critic on Sat, 2016-01-09 00:58
He can once he has reached 70.5, so he has awhile to wait.