In this episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $277k SEP IRA account for R.P. He’s married, 59-years old and from Bend, OR.
He owns 2 value equity mutual funds and 1 high dividend ETF. Is he correctly positioned when it comes to risk, diversification and taxes? What are the strengths and weakness of his investment portfolio’s strategy? What can be improved?
Ron reveals all of the intimate details and the steps he would take to improve R.P. portfolio.
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