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

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.

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