Squirrel

When I first ER'd about 3 years ago, I was a Type A person. I had goals, and felt like I needed to accomplish something every day. I...

I guess I was lucky. All along I had planned to retire on the federal government's "MRA+10" schedule (minimum retirement age plus 10...

That part is fine. The check must be from the IRA to the organization. It doesn't matter whether you mail it or the company mails it...

I like the Schwab write-your-own-check system because using it is so easy that it is the rare charitable that we don't pay as a QCD...

We keep, IMO, immaculate records. So far, we haven't had to put that to the test. :p But it appears we are fortunate in that our tIRA...

Hmmm, let's think about this. Let's say my RMD for the year is $30k. Case1: I do a QCD for $20k in April and a distribution of $20k for...

WADR, this is simply not true. First, there is no such thing as an RMD distribution. Distributions are distributions are...

Actually, it's okay to mix partial QCDs and tIRA withdrawals for personal use. And you can do QCDs beyond your RMD amount, up to $105k...

Yes, you are supposed to take a QCD first, before any RMD amount. Your RMD is established at the start of the year. Simply subtract your...

Schwab has been providing checkbooks for several years. Write a check, mail it, done. Couldn't be easier.

My tIRA is with Vanguard. They sent me a checkbook last year linked to the settlement fund in my tIRA. This allows me to write checks to...

That is not correct. I have checks made out to the 501c3 organization mailed to me then I mail them to the organizations. I do the QCD's...

I have considered making a donation to a 501(c)(3) organization but confused from the instructions by the company holding my tIRA...

I'm pretty sure the young wife would jump at the chance to upgrade. As for me, I'm just too cantankerous for anyone else to tolerate.

I've just been recently introduced to this activity. I really like it. It's a good way to walk at least a mile and also get some other...