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
  450 Hits
450 Hits

Search Blogs Module

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