Legal Question in Tax Law in Pennsylvania

Is there a federal law that requires IRA trustees to provide an option, to their customers, of sending an RMD to a charity as a qualified charitable distribution?


Asked on 1/10/24, 3:02 am

1 Answer from Attorneys
Richard Bryan Richard Bryan Attorney PC

That's a great question. My experience guides me to say the answer is 'no'; that would be an optional provision which might be included in the plan documents, but not one which is required. But honestly it's not a question which I've ever looked at, and I'm not inclined to research that question as it's so narrow. A great question though.

Good luck.

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Answered on 1/10/24, 7:22 pm


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