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
  1621 Hits

Search Blogs Module

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