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 he’s self-managing. Does his portfolio pass or fail?

Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades B.L.’s retirement account in key areas like cost, risk, diversification, taxes and performance.

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

#PortfolioReportCard #401k #RetirementPlan


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