Optimal IRA Balance You Should Have Going into RMD Years? (Explained)
Safeguard Wealth Management Safeguard Wealth Management
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 Published On Jan 19, 2024

Do you know the right IRA balance to maintain entering your RMD years? Watch this video as we walk through the variables that matter in your situation. If you are looking for help building a better plan for your retirement, you can schedule an appointment with one of our Retirement Experts. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 The Retirement RMD Problem
0:31 What Are RMDs and When Do They Begin?
1:40 The Key Information We Need
3:38 The Spectrum of Potential Answers
4:01 A $0 IRA Balance Situation?
5:03 A Big IRA Balance Situation?
7:21 The Right Answer for Most...?
9:57 RMD Growth Estimator

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...

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