January 1, 2020 or after, the new RMD age is 72.
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Age 72: For those born after July 1, 1949, age 72 is the age when Required Minimum Distributions (RMDs) begin.
I hope you enjoyed this quick trip through the ages! Should you have any questions or are looking for fi nancial planning ad- vice, investment services, or ways to save smarter for your retirement, don’t hesitate to contact our team at TrinityPoint Wealth. Wishing you peace and universal support in the days ahead, one day at a time.
Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Manag- ing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advi- sory fi rm in Milford, CT and
PHY S I C I ANS COMMI T T ED TO WE L LNE S S , E X C E L L ENC E , COMMUNI T Y & YOU.
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Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client’s entire fi nan- cial life with a visionary lens, advising on investment portfolios, retirement planning, stock options, life transitions, exit planning for business owners, customized advanced cash-fl ow planning and multi-generational wealth transfer strategies. This material presented is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicita- tion of any particular security, strategy, or investment product. TrinityPoint Wealth, nor its investment advisory representatives are permitted to provide legal or tax advice, and nothing contained in these materi- als should be taken as legal or tax advice. Source: Used with permission from fpPath- fi
nder.com. See ad on page 32.
· Certified Shamanic & Shapeshifting Practitioner · Registered Yoga Teacher: Gentle, Mixed, Shamanic · Certified Hypnotherapist & Regressionist · Spiritual Counselor, Mentor, Reader · Host “The Sacred Journey” TV Show · Workshops, Children’s Circles, Energy Healing · CT Justice of the Peace: Nature Inspired Ceremonies · International Retreats & Cruises: Shamanism, Yoga, & Psychic Development
26 Natural Nutmeg - March/April 2021
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