Permalink Submitted by Alan - IRA critic on Mon, 2024-08-12 15:16
No, an individual beneficiary at least 70.5 can take a QCD, but not a trust as a trust has no age. Qualified trust RMDs can look through to the age of the beneficiary, but this does not extend to QCDs.
Permalink Submitted by Alan - IRA critic on Mon, 2024-08-12 15:16
No, an individual beneficiary at least 70.5 can take a QCD, but not a trust as a trust has no age. Qualified trust RMDs can look through to the age of the beneficiary, but this does not extend to QCDs.