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!


Continue reading
  271 Hits
271 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
CFP ® Healthcare documents house sitter card reader identity thieves Supplemental Security Income information Facebook pet Asset Planning D premiums Mobile Banking Security Tips insurance policy jury duty relief efforts debt investment statements gap insurance Medicare Part B Roth IRA Kiplinger Letter memorial Day weekend October 1 2020. California Lions Friends Erin Nelsen July 4 home break-ins paperwork clutter spam phone asset Planning summer wells Fargo Wells Fargo customers Medicare question phishing sites disaster areas estate planning 4 pm -8pm drive /usb blog post fun facts 20 year anniversary Independence Day April 18 2017. vacation April 15 padlock emergency folder health care costs Kraig Mathias Flexible Spending Account retirement accounts Social Security cell phones FSA assets ice cream event banking credit card fraud home Puerto Rico credit cards Medicare clone counterfeits pet industry phishing scams cell phone carriers offer app Affordable Care Act April 11 client portal Facebook profile Two-Step Verification home mortgages integral member retirement spring cleaning phone companies company Social Security Administration account numbers ID card partner /owner IRS deadline IRA accounts Part B clients retirement plans 401K DNA test kits Open House clients show support president Trump trust notary services Financial Planning Magazine identity theft Auto insurance retirement planning money credit card company 900 number policy opt-out official certification 2017 TD Ameritrade National LINC Conference rescue organizations tax season Treasury Department increase “ skimmer ”. June 29 consumer spending Fox News story Retirement Contribution Limits privacy settings 2017 IRA contributions birth certificates Part D premiums . Notary Public illiegal robocallers driver license parking spots 23 andme home security FEMA website privacy notices https ://seekingalpha car loans web address emergency kit borrowing money Victor Dergunov Legal robocalls Shred paperwork Open Enrollment 2018 IRA contributions National Ice Cream month flash drive Orange County Superior Court earthquake app non-prescripstion sunglasses https :// prescription eyeglasses credit score contribution limit Medicare Part B premiums tax deadline executive order chip-enabled EMV cards pet supplies pets CERTIFIED FINANCIAL PLANNER exam Brexit vote Wells Fargo employees credit freeze information trustee interest rates 70 1/2. fees bottom line estate portal Orange County vision screening Amazon VOIP landline phones insurance policies