You can donate part of your required distribution to charity and withdraw the rest of it as retirement income as long as you meet the minimum distribution requirement by the end of the calendar year. Michelle McKinnon, a certified financial planner and wealth advisor at Klingman and Associates ...
Dec. 28, 2023. Last day to donate shares to charity, withdraw a RMD, or convert a Traditional IRA to a Roth IRA. To ensure your charitable contribution, RMD, or Roth conversions are completed by the last market day of the year, we recommend that you initiate those transactions before the...