Monday, October 25, 2010

Required Minimum Distributions -2010

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As we’re wrapping up 2010 and you are 70 1/2 please do not forget your Required Minimum Distribution withdrawal from your Individual Retirement Account. If you have not set this up as an automatic or not sure please call me.

Also, if you have an inherited Individual Retirement Account from a relative (not a spouse) make sure you take a RMD from the account for 2010. 

The law allowed us to skip 2009 but we do have to take the RMD in 2010.

Call me @ 877 783 7080 to check status, order forms or just make sure that everything is set for 2010.

pstanley@westminsterfinancial.com

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