How Do I Report a QCD on My Income Tax Return? episode artwork

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

Episode metadata supplied by the publisher feed · Published Apr 12, 2023

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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...

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How Do I Report a QCD on My Income Tax Return?

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