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Assessing the Performance of a Mom's Investment Portfolio
This chapter of the podcast episode analyzes the performance of someone's mom's investment portfolio over the last decade, questioning the underlying assets and benchmark comparison. It highlights that evaluating the portfolio's performance may not be ideal due to current market conditions but notes the significance of not significantly underperforming benchmarks. The chapter also briefly explores the IRS' view on Required Minimum Distributions (RMDs) for retirement accounts.
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