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 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