Portfolio Talk
Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:15:23
- More information
Informações:
Synopsis
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.
