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
  1627 Hits

Search Blogs Module

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