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.
Event Date: 2018-03-30 12:00 PM
Event Speaker: John Hartog & Margaret Hand
Many IRA owners withdraw funds from their IRA accounts for short-term purposes. The owner then uses [..]
Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.
Clients, friends and colleagues often ask me "how often should I update my estate plan?" Estate planning attorneys commonly recommend that you review your estate plan documents - i.e., your will, revocable "living" trusts, power of attorney for financial matters, and advance health care directives - at least every five years.
