Retirement Planning Education, with Andy Panko cover image

#177 - 2025 year-end tax planning tips and items to consider

Retirement Planning Education, with Andy Panko

00:00

QCDs, RMDs, and 1099‑R Reporting Changes

Andy explains QCDs can satisfy RMDs, the $108,000 per person QCD limit, and new 1099‑R reporting improvements for QCD identification.

Play episode from 32:05
Transcript

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