Business Intelligence | From W.D. Strategies on MSN

What is a target date fund - and is it dragging down your 401(k)?

You open your 401(k) statement and there it sits: a fund with a year somewhere in the title. Maybe it's 2050 or 2040. Simple ...
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Fidelity Freedom 2030 Fund has an expense ratio of ( (UNHANDLED TYPE: NoneType for 'None')) percent.
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the ...
We have a combined pension and Social Security income of $8,400 per month that will only drop to $6,730 if one of us passes away. Our RMDs will start soon and we have $1.6 million in a 401(k) which we ...
We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...
The investment seeks a balance between growth and conservation of capital. The fund pursues its objective by investing in a diversified portfolio of other mutual funds within the PGIM fund family ...
June 17, 2024 Add as a preferred source on Google Add as a preferred source on Google Target-date funds have become an increasingly popular investment choice, especially for retirement accounts like ...
The bulk of my money, around $300,000, is in a Fidelity account invested in a target-date retirement fund pegged to 2025. I'm about two years out from when I had hoped to retire completely. I have two ...
If you signed up for your company's 401(k) but never actually logged into your account to choose your investments, then chances are, your money is in a target date fund. These funds are often the ...
Why do target-date funds make ideal IRA investments? Here to discuss this topic is Jason Kephart, a senior principal with Morningstar’s manager research team. The interview has been edited for length ...