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
  1597 Hits

Search Blogs Module

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