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
  1270 Hits

Search Blogs Module

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