“Many retirees withdraw from the wrong accounts at the wrong times. Getting that sequence right can save potentially thousands.”
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Said on Retire Right Radio
“QCD… up to $111,000 in 2026… counts towards satisfying your RMD, but it does not count as taxable income”
Amanda Kish · Motley Fool Hidden Gems Investing · Act Now to Lower Taxes for 2026
Play from 17:51
17:51
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What was described
For RMD-eligible retirees, direct up to $111,000 of the RMD to a qualified charitable distribution (QCD) straight from the IRA
$111,000 QCD limit for 2026; penalty 25 % (reduced to 10 % if corrected promptly)
Said nearby on the same subject
“The trail commission structured usually it's between 0.15 to 0.175 um and then the upfronts are anywhere between sort of 65 to 75 points up front as well so like it's decent and but because everything pays trail like every million bucks you draw down like it's straight on to your straight onto your recurring revenue book”
MO
Matthew Olofanga
KAN Podcast ·
“Payout rate on the annuity is always going to be higher than the RMDs ... it reduces RMDs on the non-annuity assets”
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Said on Retire With Style
“In our case, we've got a funding ratio of 111 %. People get into trouble… when they're forced into a risk spot… we can be the master of our own destiny.”
OP
Ontario Teachers' Pension Plan
Capital Allocators - Inside the Institutional Investment Industry ·
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