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Episode 45: Ruining a Perfectly Good QCD

Feb 10, 2020

Nate discusses an unintended consequence of The Secure Act.

Here are just a handful of the things that we'll discuss:

  • Definitions of RMDs and QCDs and how they work
  • Contributing to 401K in retirement
  • What Changes The Secure Act created

Link to the RMD table: https://www.irs.gov/pub/irs-tege/uniform_rmd_wksht.pdf

Link to the Ed Slott Article: https://www.irahelp.com/slottreport/secure-act-ruins-perfectly-good-qcd

AEWM, Miller Retirement Group and Ed Slott are not affiliated entities.

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