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The Cobblestone Advisor July 2022

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Required Minimum Distributions (RMDS)

Featured

Required Minimum Distributions (RMDs)

Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner (e.g., 401(k) or IRA) must withdraw starting the year that he or she reaches 72 (401(k) RMDs can be deferred if you are still working and not a 5% or greater owner of your employer).

In other words, a retirement plan owner cannot sit on their money forever. They must begin withdrawing a Required Minimum Distribution starting at age 72.

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Cobblestone Insights

July 19, 2022

Required Minimum Distributions (RMDs)

Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner (e.g., 401(k) or IRA) must withdraw starting the year that he or she reaches 72 (401(k) RMDs can be deferred if you are still working and not a 5% or greater owner of your employer).

In other words, a retirement plan owner cannot sit on their money forever. They must begin withdrawing a Required Minimum Distribution starting at age 72.


June 22, 2022

Important Considerations for Generational Wealth Planning

Cornelius Vanderbilt had an estimated fortune of $100 million when he died in 1877. His son, William, doubled that fortune over the next 10 years, to the equivalent of over $5 billion in 2022 value. But today, the Vanderbilt fortune has all but disappeared. Some of the disappearances are due to the simple arithmetic of now six generations. Some are due to gambling problems and pure overspending. But a significant cause of the Vanderbilts’ loss is the lack of proper management. Thankfully we can learn from their mistakes.

Let’s highlight some of the most important steps for managing generational wealth.


May 19, 2022

Top 5 Financial Podcasts to Listen to Now

Over 120 million Americans now listen to podcasts for entertainment, information, or simply to pass the time. One reason these audio programs are so popular is that they let people multitask, learning about a topic of interest while they walk the dog, pick up the kids, or get ready for the day.

It’s no surprise, then, that financial content creators have gravitated towards podcasting as a new medium to reach their audiences.

After hearing what the podcasting world has to offer, we’ve chosen our top 5 favorite financial podcasts.