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.
Ryan Szczepanik & John Hartog presented at The Tax & Planning Forum.
Principal Ryan Szczepanik’s latest article, “Numbers Game: Handling Disputes to Fiduciary Accountings,” published in CalCPA’s November issue.
Event Date: 2019-12-04 12:00 PM
Event Speaker: Ryan Szczepanik & Brandon Spivack
Strategies and Implications When Settling a Trust or Estate Dispute.
