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