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Retirement tax questions
To be eligible to make a QCD from an inherited/beneficiary traditional IRA, the beneficiary must be age 70½ or over at the time of the distribution. The age of the decedent does not matter.
(Specifically, to make a QCD, the one for whom the IRA is maintained must be age 70½ or over at the time of the distribution. In the case of a BDA IRA, the one for whom the IRA is maintained is the beneficiary.)
June 3, 2019
4:37 PM
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