Portfolio Report Card: A $200,598 Retirement Plan That Almost Flunks!

In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes and grades a $200,598 403(b) retirement plan for JW in Nashville, TN. Ron shares JW’s holdings, along with his portfolio’s diversification, risk, cost, tax-efficiency, and performance. Find out why he almost flunks.

Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go to https://www.etfguide.com/portfolio-report-card

Subscribe To Our Newsletter

Get updates and learn from the best

More To Explore

Social Security Income, 100% Tax Free

June 1, 2023 @ 11am EST | 8 am PDT Worry Free Retirement Plan Webinar Registration link: https://mailchi.mp/etfguide/retirement-planning-webinar-2023 Agenda: Learn proven strategies to maximize your

Tax Free RMDs from your IRA and 401k Plan

June 1, 2023 @ 11am EST | 8 am PDT Worry Free Retirement Plan Webinar Registration link: https://mailchi.mp/etfguide/retirement-planning-webinar-2023 Agenda: Learn proven strategies to maximize your

Do You Want To Boost Your Business?

drop us a line and keep in touch

5 ETFs for Dividend Investors

See how dividend investing with ETFs can improve your bottom line.

ONLY AVAILABLE AT ETFguide