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Portfolio Makeover: A $686k Retirement Plan with a Taxing Problem

Portfolio Makeover: A $686k Retirement Plan with a Taxing Problem

Posted March 22, 2023 at 11:00 am

Ron DeLegge
ETFguide

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In this episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $686k 401(k) retirement account for T.B. She’s single, 63-years old and from Tuscon, AZ.

She owns Fidelity index mutual funds inside a traditional 401(k) plan. Is she correctly positioned when it comes to risk, diversification and taxes? What are the strengths and weakness of her investment portfolio’s strategy? What can be improved?

Ron reveals all of the key details and the steps he would take to improve T.B. portfolio.

Originally Posted March 22, 2023

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Disclosure: ETFs

Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Disclosure: Tax-Related Items (Circular 230 Notice)

The information in this material is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.

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