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Portfolio Report Card: Grading a $381,000 Retirement Plan for ZK in Minnesota

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In this episode, Ron DeLegge does a Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His portfolio is managed by a financial advisor. Does he pass or fail? Find out.     

Get $100 if your Portfolio Report Card is an "A"

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