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