Couple on Beach

We’re nearing the end of winter, but if the cold is keeping you down and you’re thinking of avoiding it all together next year by heading south, Bruce has some things you should consider.

Questions Answered Include: 

  • If you were a 50 year old couple with 100k income, at 50 years old what you would like to see in their retirement savings account?
  • I turned 70 1/2 in 2018, I am still working and contributing to a 401k plan.  If I retire next year, 2020, will I be faced with RMD's for 2018, 2019, and 2020 all by Dec 31. 2020?

Full Episode


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither Wealth Enhancement Group nor LPL Financial provides tax or legal advice.
Bruce Helmer

Bruce Helmer

Co-Founder, Financial Advisor and Author, Speaker and Host of the "Your Money" Radio Show

Series 7 & 63 Securities Registrations,1 Series 66 Advisory Registration, † Insurance License Bruce has been in the financial services industry since 1983 and is one of the founders of Wealth Enhancement Group. Since 1997, he has hosted the “Your Money” radio show, a weekly program that focuses on delivering financial advice in a straightforward, jargon-free manner. Bruce also hosts with the "Mid-Morning" crew on WCCO-TV each Tuesday morning to...Read More