Asset Planning, Inc Blog

The latest from the team.

Trump's Proposes to Extend RMD Age

President Trump issued an executive order directing the Treasury Department to extend the age for required minimum distributions from retirement accounts. Currently the age is 70 1/2. His reasoning is that people are working and living longer. This can be good news for some of our clients who don't necessarily need to take the withdrawals at 70 1/2. Here is an articles from Forbes with some pros and cons to the proposed change.

Read Here

Continue reading
  1633 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
tax deadline 2017 Equifax breach donation counts September 9 Medicare question borrowing money 2018 IRA contributions memorial Day weekend Fox News story Medicare Part B premiums Part D premiums . July 3 rd information October 1 2020. operations manager health care services parking spots Affordable Care Act earthquake app card reader Medicare Part B Social Security Administration debt spam phone partner /owner Wells Fargo employees CA FTB earnings fallout check lists tax filing deadlines Expired medications D premiums phishing scams cell phone carriers TD Ameritrade Medicare plan Kraig Mathias cell phone SIM swap scam tax deadlines contribution limit IRS clients cell phone carriers offer portal credit cards drive /usb birth certificates consumer spending emergency folder Social Security Notary Public Coronavirus Aid estate summer 20 year anniversary CARES Act home emergency preparedness kits client portal Brexit vote Puerto Rico Economic Security IRA accounts April 15 April 18 2017. June 29 September 30 2020. trust blog post Open Enrollment Medicare Advantage July weekend text messages identity theft pet Open House company interest rates home emergency kit account numbers Shred paperwork credit score spring cleaning donation items paperwork clutter ice cream event relief efforts water … team members assets FSA non-prescripstion sunglasses coronavirus news coverage phone 401K credit card company stock pile business hours holidays approach years executive order offering insurance CERTIFIED FINANCIAL PLANNER exam car loans driver license fees self-help topics phishing sites phone companies privacy settings VOIP landline phones illiegal robocallers Orange County July 6 IRS deadline Joey Gonzales bottom line vision screening insurance policies wells Fargo pet supplies retirement “ skimmer ”. home 23 andme CFP ® Treasury Department Financial Planning Magazine health care costs interest web address FEMA website scams 4 pm -8pm rescue organizations February 14 payments 2017 IRA contributions Orange County Superior Court padlock Flexible Spending Account cell phone provider emergency kits fun facts Ice Cream Social pets Healthcare jury duty Erin Nelsen Independence Day July 4 family members paper records prescription eyeglasses https ://seekingalpha https :// market turmoil estate planning direction disaster areas Supplemental Security Income Two-Step Verification ID card checklists Amazon EEChecklist-Kits.pdf stockpilingchecklist.pdf home mortgages 900 number tax records Mobile Banking Security Tips clone counterfeits increase gap insurance spread policy Victor Dergunov January 10 items breach hurricane Dorian information Facebook credit monitoring service asset Planning Roth IRA emergency kit trustee National Ice Cream month banking opt-out credit freeze vacation cell phones DNA test kits April 11 home break-ins Medicare official certification COVID -19 virus integral member Wells Fargo customers Retirement Contribution Limits pet donation drive 70 1/2. pet industry student loans people medications ice cream home security email notifications Part B documents app September 8 cell phone service provider chip-enabled EMV cards estate planning Labor Day Asset Planning flash drive markets president Trump tax season Facebook profile records toilet paper retirement accounts Legal robocalls money 2017 TD Ameritrade National LINC Conference retirement planning California Lions Friends life saver Federal Trade Commission website tax returns identity thieves credit card fraud media accounts settlement options Charles Schwab house sitter insurance policy investment statements retirement plans clients show support stimulus package privacy notices Auto insurance notary services Kiplinger Letter fun atmosphere