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
  1531 Hits

Search Blogs Module

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