How Do I Report a QCD on My Income Tax Return?
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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Show Notes
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 passwords
BRING IT ON
- [28:20] Are we ever enough?
TODAY’S SMART SPRINT SEGMENT
- [31:01] Confirm that your spouse knows your passwords
Resources Mentioned In This Episode
Everplans
1Pass
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center