Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem
Released Wednesday, 1st April 2015
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Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem
Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem
Wednesday, 1st April 2015
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In this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio do when it comes to cost, diversification, risk, taxes, and performance? Find out.
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Portfolio Talk
Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.Join Podchaser to...
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