If you’re a regular reader of the STWS blog, you’ll know it’s about that time of year again… In recent years, writing about the JORC (the “joy of Roth conversions,” naturally) has become a bit of an annual tradition. It ... Read More

In this episode, Dan and Ed explain what QCDs are and how they work with RMDs from traditional IRAs. They also discuss which retirement accounts allow QCDs, the timing considerations when executing them, and the new rules under the SECURE ... Read More

In this episode, Dan and Ed explain what QCDs are and how they work with RMDs from traditional IRAs. They also discuss which retirement accounts allow QCDs, the timing considerations when executing them, and the new rules under the SECURE ... Read More