Portfolio Makeover for a $187k Rollover IRA

Articles From: ETFguide
Website: ETFguide

In this season 1 debut episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $187k rollover IRA for Terry in Winter Park, FL.

Terry wants to avoid making BIG investing mistakes that could derail her retirement plan. She’s a busy pharmacist and although she’s a good saver, she needs guidance.

What are the strengths and weakness of her retirement investments? And what can be improved? Find out on Portfolio Makeover!

Originally Posted January 12, 2023

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