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 what not to do when using IRA funds to settle a probate […]

The post Using IRA Funds to Settle a Probate Dispute appeared first on Houston Tax Attorney.

Everything Tax Law BlogIRAIRA tax planningretirement planretirement plan distributionTax Blog

Best-Tax-Attorney-In