Asset Planning, Inc Blog

The latest from the team.

Deadline for 2017 IRA Contributions

The deadline for getting your 2017 IRA contributions to us is Wednesday, April 11th. Tax season is an extremely busy time so the sooner you get these in the better. Feel free to stop by the office anytime from 8am-4pm to drop them off.

Have a great weekend!

Melani

Continue reading
  1323 Hits

Search Blogs Module

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