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
  685 Hits
685 Hits

Search Blogs Module

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