Ep 185: IRA Withdrawal Order with RMDs

In this episode, Dave Zaegel discusses the intricacies of Qualified Charitable Distributions (QCDs) and their tax implications, emphasizing the importance of order in IRA withdrawals, particularly when dealing with Required Minimum Distributions (RMDs) and Roth IRA conversions. He provides practical advice on how to effectively manage these financial tools to maximize tax benefits and ensure compliance with IRS rules.