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
  255 Hits
255 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
Independence Day Fox News story retirement plans VOIP landline phones investment statements birth certificates company fees cell phone carriers offer 70 1/2. emergency folder Auto insurance credit card company estate planning app identity theft July 4 Amazon Facebook profile 4 pm -8pm executive order portal 23 andme blog post Social Security 2017 TD Ameritrade National LINC Conference D premiums driver license Two-Step Verification Part D premiums . Asset Planning earthquake app flash drive estate insurance policies credit score trust Notary Public Kraig Mathias DNA test kits 2018 IRA contributions Wells Fargo employees 20 year anniversary home break-ins prescription eyeglasses clients show support California Lions Friends Medicare Part B car loans client portal tax deadline Open Enrollment home Orange County pet tax season clients IRA accounts pet industry pet supplies 401K memorial Day weekend 900 number parking spots rescue organizations Medicare FSA debt opt-out Mobile Banking Security Tips credit freeze Financial Planning Magazine Retirement Contribution Limits Shred paperwork June 29 wells Fargo ice cream event partner /owner CFP ® phishing scams 2017 IRA contributions non-prescripstion sunglasses CERTIFIED FINANCIAL PLANNER exam Part B credit cards consumer spending information contribution limit vision screening fun facts “ skimmer ”. information Facebook privacy notices retirement planning increase cell phones clone counterfeits emergency kit drive /usb Flexible Spending Account bottom line paperwork clutter April 11 October 1 2020. asset Planning chip-enabled EMV cards home security disaster areas president Trump insurance policy Affordable Care Act assets notary services phishing sites summer retirement accounts spam phone jury duty account numbers Victor Dergunov Puerto Rico Medicare question Brexit vote FEMA website banking health care costs Roth IRA official certification privacy settings home mortgages Social Security Administration IRS deadline card reader Supplemental Security Income Wells Fargo customers documents Medicare Part B premiums Orange County Superior Court interest rates April 15 Treasury Department web address phone companies Erin Nelsen borrowing money National Ice Cream month trustee vacation money pets retirement Healthcare https :// credit card fraud ID card identity thieves house sitter Open House relief efforts Legal robocalls April 18 2017. padlock illiegal robocallers https ://seekingalpha policy gap insurance Kiplinger Letter spring cleaning integral member