2016 Year in Review for Retirement Accounts
As 2016 draws to a close, and we get ready to ring in the new year, it’s a great time to look back. Here is a roundup of six of the big stories in the world of retirement accounts for 2016.
QCD
QCD Complications, Inherited IRAs Overseas and More
This week's Slott Report Mailbag looks into complications with QCDs, inherited IRAs overseas, and annuity distributions.
5 QCD Rules You Must Know
A Qualified Charitable Distribution (QCD) is way for you to move funds out of your IRA to a qualifying charity income tax free. Time is running out if you are interested doing a QCD for 2016. The rapidly-approaching deadline for a QCD for this year is December 31, 2016. If you are thinking this might be a good strategy for you for 2016, here are 5 rules you must know.
IRA’s with QCDs, RMDs and Tax Contributions
This week's Slott Report Mailbag looks into beneficiary IRA's with specific examples when over or under 70 1/2 years old with QCDs, RMDs as well as pre and post tax contributions.
I want to move some of my IRA money to a charity. I am not yet 70 ½. Can I do this?
This week's Slott Report Mailbag examines required distributions and moving IRA money to a charity.
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