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
  197 Hits
197 Hits

Search Blogs Module

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