Reply To: Will I have to take a RMD in this situation?

Home Fairmark Forum Retirement Savings and Benefits Will I have to take a RMD in this situation? Reply To: Will I have to take a RMD in this situation?

#8273
Alan S.
Participant

Are you sure this account is an IRA? QCDs can only be done from an IRA, not from any employer plans, so perhaps that is why they indicated a QCD could not be done.

And for IRAs you cannot set up automatic QCDs with most firms. You have to request them individually, or have an IRA with check writing where you can write your own QCD checks.