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
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.
Disclosure: Margin Trading
Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment.
For additional information regarding margin loan rates, see ibkr.com/interest
Disclosure: Futures Trading
Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading futures, please read the CFTC Risk Disclosure. A copy and additional information are available at ibkr.com.