Tags: charity, inflation adjustment, IRA, IRS, QCD, qualified charitable distribution, required minimum distribution, retirement savings, RMD, SECURE Act 2.0, Setting Every Community Up for Retirement Enhancement (SECURE) Act, tax, tax-deferred savings, taxes, traditional IRA ERC voluntary disclosure...
When you do an IRA transfer, you're effectively moving your money between two similar accounts, so from an IRA account into another. For instance, you may decide to move your IRA from Firm A to an IRA account with Firm B. In this case, the account type doesn't change but theinstituti...
If you need help dealing with the IRS, the Taxpayer Advocacy Service may be just the ticket. They're really your only friend at the IRS.