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Category: retirement plan

Using IRA Funds to Settle a Probate Dispute

Inherited IRAs can present a number of challenges. In Ozimkoski v. Commissioner, T.C. Memo. 2016-228, the court considered the tax implications of a withdraw from an inherited IRA that was used to settle a probate dispute with the couple’s son. The case shows…

Published December 30, 2016
Categorized as Everything Tax Law Blog, IRA, IRA tax planning, retirement plan, retirement plan distribution, Tax Blog

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