Savings ratio to total investments
What ratio do you recommend of savings compared to total investments and RMD’s. Currently, savings are 22% in a platinum preferred rewards account.
Terry Says
Enough to let you sleep at night! Seriusly, this is a question that cannot be answered out of context. And it’s part of an entire financial plan that depends on your age, stage in life, plans for the future, etc. I suggest you consult a FIDUCIARY fee-only financial planner. You can find one at Wealthramp.com or use the link on the top right corner of my website. This is a matching service that sets you up only with vetted, fee-only, financial planners who put your interests first.
