You can absolutely arrange for QCDs from an inherited IRA (provided you're over 70-1/2). It's a great way to wind down the account.Thanks; a slight digression. She also has one very small inherited IRA on the legacy platform. If she can do a QCD from this IRA I'm inclined to recommend we do that and get this one taken off the books. It is a real nit and while the auto-RMD works fine with legacy, I don't know if it works with brokerage. Am I correct that QCDs can be made from an inherited IRA?Given that your primary goal is simplification, I wouldn't choose one over the other since they each contain only one mutual fund.
I agree with simplifying as much as you can, by the way.
Statistics: Posted by Artsdoctor — Tue Jun 11, 2024 5:55 pm