June 17, 2015
6:30 P.M.
American Matrimonial Lawyers
San Francisco, CA
Speaker: John A. Hartog
Jerry A. Kasner Estate Planning Symposium
Many IRA owners withdraw funds from their IRA accounts for short-term purposes. The owner then uses subsequent income to restore funds to the IRA. If the restored contribution is made within sixty days of the withdrawal, the withdrawal may be tax-free.
Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities and Tow[..]