David M. Frees, III Phone: 610-933-8069
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If You’re Over 70 1/2 with an IRA The IRS Has Important News For You

David M Frees III on IRA Distribution News

David M Frees III on IRA Distribution News

If you are over 70 1/2 and have an IRA you may have missed the change in the law that said that you don’t have to take required mandatory minimum distributions this year. well, if you have taken your RMDs for this year and want to put them back, then there is some good news for you.
Click this link to see my brief new article on an important legal change about IRAs and RMDs (required minimum distributions) that might make a big difference to you.

Remember, that as the end of the year rolls around, to check your IRA, 401(k), and life insurance beneficiary designations to make sure that they are still current and that they match your planning. You will thank us if you find your ex spouse or the wrong beneficary listed.

David M. Frees III, Esquire
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Written by: David M. Frees III

Chairman: Trust, Estates, and Wealth Preservation
E-mail: dfrees@utbf.com
Phone: 610-933-8069
AVVO Rating: 10.0

David M. Frees III limits his personal practice within the firm to trusts, estates, probate, asset protection, and business succession planning. Mr. Frees is also an author and internationally known speaker.

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