Published On Apr 1, 2024
Target date funds, also known as age based funds, lifecycle funds or dynamic-risk funds, get their name from the regular investment rebalancing that occurs as the investor gets closer and closer to retirement. Target date funds are a main staple of the retirement community with over 60 million people participating in these investment vehicles. So why is it that there are reports, articles and videos out there that suggest these are far from perfect investments? This video will discuss the key reasons.
It also discusses why many/most people should still consider age based funds despite their limitations.
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Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider.
