Can I request a Qualified Charitable Distribution (QCD) from my IRA?

Published Sep. 01, 2018 | Updated Jul. 20, 2021

Betterment can support QCDs from IRAs if you meet certain criteria. Please reach out to our team for further instructions.

Please note that Qualified Charitable Distributions (QCDs) from IRAs require additional time to process and as such should be requested at least a week in advance of the December 30 deadline.