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IRMAA FAQs Thumbnail

IRMAA FAQs

We often receive IRMAA questions from clients and other people who visit our blog. Below are a few of the most common questions. As we see more questions, we will continue to update this page. If you have a question, please share it with us and we will do our best to answer it!

Social Security
Considerations When Trying To Balance Charitable Giving and Roth Conversions Thumbnail

Considerations When Trying To Balance Charitable Giving and Roth Conversions

Retirement accounts can also be used to support charitable causes. Beginning at age 70 ½, anyone with a traditional IRA can donate up to $100,000 per year to a qualified charity. This is known as a qualified charitable distribution (QCD). A married couple can contribute $100,000 per year, per person. The benefit of doing this is that any QCD is made tax-free.

Investment Planning Tax Planning Retirement Planning Roth Conversions
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