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