Close Navigation
Learn more about IBKR accounts
Portfolio Makeover: Big Opportunities for a $789k Retirement Account

Portfolio Makeover: Big Opportunities for a $789k Retirement Account

Posted February 14, 2023
Ron DeLegge
ETFguide

In this season 1 debut episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $789k combined retirement and taxable brokerage account. Morris and Jan are a married couple in their early 60s from Oklahoma.

Their portfolio generates LOTS of passive cash income, but is it correctly positioned when it comes to risk, diversification and taxes? What are the strengths and weakness of their investment portfolio’s strategy? What can be improved?

Ron reveals all of the intimate details and the steps he would take to improve Morris and Jan’s portfolio.

Originally Posted February 13, 2023

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.

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.