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Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem

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Portfolio Talk

Portfolio Talk

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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? 

Does your investment portfolio pass or fail? Go to PortfolioReportCard.com to find out.

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