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Index/Topics/IRA Custodian Rules

IRA Custodian Rules

Rules for IRA custodians regarding QCDs

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Jan 26, 2026
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What steps should an IRA owner take to confirm a charity can accept a QCD before initiating a transfer?

Before instructing an to send money to a nonprofit, an IRA owner should confirm the charity is an eligible public charity (not a donor‑advised fund or private foundation), verify the charity can and w...

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