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
  791 Hits
791 Hits

Search Blogs Module

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