Portfolio Report Card: A $1.9 Million Inherited IRA Built for Someone Else

In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide analyzes and grades a $1.9 inherited IRA for A.T. in Glendale, AZ. What are the strengths and weakness? And how can she improve? A.T. is a single, early 50’s do-it-yourself growth investor but her inherited IRA is concentrated in income producing REITs and …

Portfolio Report Card: A $1.9 Million Inherited IRA Built for Someone Else Read More »