Portfolio Report Card: Analyzing a $322,000 Inherited IRA

by Retirement Advisor | Sep 29, 2022 | Inherited IRA

Portfolio Report Card: Analyzing a 2,000 Inherited IRA

In this episode (aired on 3/31/19), host Ron DeLegge does a Portfolio Report Card for 58-year old T.J. in Glendale, AZ. Ron analyzes and grades T.J.’s $322,00 inherited IRA, identifying strengths and weakness. Does T.J.. pass or fail? Also, Ron provides the latest 2019 ETF performance metrics within key industry sectors and global markets. Check out Ron’s classes @ etfguide.teachable.com and follow us on Twitter @ IndexShow…(read more)

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