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
  1634 Hits

Search Blogs Module

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