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
  1624 Hits

Search Blogs Module

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