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
  1734 Hits

Search Blogs Module

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