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
  691 Hits
691 Hits

Search Blogs Module

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