Dang it, I messed up. I believe the proper order of operations is:
1. set up QCD
2. take the balance of RMD if any
3. do any Roth conversions
I messed this up and have done step 3 without having done steps 1 and 2. Now what?
1. set up QCD
2. take the balance of RMD if any
3. do any Roth conversions
I messed this up and have done step 3 without having done steps 1 and 2. Now what?
Statistics: Posted by CharlieEvans — Tue Nov 26, 2024 5:57 am — Replies 4 — Views 185