hard · Certified Financial Planner General Principles
Mrs. Keene, aged 72, wants to make a donation to her favorite public charity. She has a traditional IRA and is already taking Required Minimum Distributions (RMDs). Using the 2026 current IRS figures
What is the maximum amount she can transfer directly from her IRA to the charity as a Qualified Charitable Distribution (QCD)?
- $111,000
- 60% of her Adjusted Gross Income (AGI).
- $72,000
- $100,000
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