Very insightful video, eloquently conveyed perspective without using scare tactics or propaganda

@DavidMcKnight

Ай бұрын

Thanks!

Based on the following assumptions, what would my ideal Tax-Deferred IRA balance be at age 72 (in 2027) when RMD’s begin? • Current IRA balance - $1,500,000 • 7% Annual Growth Rate • Age 72 RDM Amount - $30,700 • Age 72 Social Security Income - $53,500 Thanks, Craig - Charlotte, NC

Thank you DM. We have been putting all of our 401K and IRA money into roth accounts for many years. I'll have to do some math on our 401K money that is tax deferred as we may need to move some of it before 2026.

@DavidMcKnight

2 жыл бұрын

You’re welcome!