EPISODE · Apr 12, 2023 · 33 MIN
How Do I Report a QCD on My Income Tax Return?
from Retirement Answer Man · host Roger Whitney
We continue our focus on you this month as we dive deeper into listener questions. Today we have a range of questions from various aspects of the retirement process.If you have a question you want to be answered, head on over to RogerWhitney.com/AskRoger. You can type in a question or leave an audio recording–those are my favorites!Listen in to learn how to work through the decumulation phase of retirement by developing a withdrawal plan that fits your needs. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [3:32] What are the advantages or disadvantages to using bond funds to create an income floor?[9:21] How do I report a QCD on my income tax return?[14:50] Can you contribute to a Roth IRA with only a 1099 income?[16:00] On doing a series on grey divorce in the future[17:14] Where to pull money from first in the decumulation phase[23:04] Where to put your passwordsBRING IT ON [28:20] Are we ever enough?TODAY’S SMART SPRINT SEGMENT [31:01] Confirm that your spouse knows your passwordsResources Mentioned In This Episode Everplans1PassRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center
Embed this episode
What this episode covers
We continue our focus on you this month as we dive deeper into listener questions. Today we have a range of questions from various aspects of the retirement process. If you have a question you want to be answered, head on over to . You can type...
NOW PLAYING
How Do I Report a QCD on My Income Tax Return?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.