Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems

In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide analyzes and grades a $671,459 retirement portfolio for B.L. in Spokane, WA. B.L. is 56-years old and plans to retire in 10 years. Is he ready? His retirement money is split between a 401(k) plan and a rollover IRA that …

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