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 bonds. She wants to know if she should keep her inherited IRA intact or make changes. She’s also worried about taxes. Does this portfolio pass or fail?
Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades A.T.’s inherited IRA in key areas like cost, risk, diversification, taxes and performance.
As you’ll see, the chief obstacle with inherited money, besides emotional baggage, is the portfolio was built with the former owner’s goals foremost in mind. And when those goals don’t match the beneficiary’s goals, compatibility issues occur.
What are your portfolio’s strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com. https://tinyurl.com/yxwmgbum
FYI, the template Investment Policy Statements (IPS) mentioned in this episode are included in Ron’s online class, here’s the link: https://etfguide.teachable.com/p/buil…
#RetirementPlanning #InheritedIRA #DIYinvesting
