What is a Target Date Fund - Why Should I Care? | Bayntree 401K Educational Video
YouTube Viewers YouTube Viewers
725 subscribers
57 views
0

 Published On Jul 27, 2023

Cristina Perez, a Bayntree Financial Advisor, dives into the world of Target Date Funds. If you have heard about Target-Date funds and are unsure if they are right for you check out this video.

Benefits of Target Date Funds:
- They take the guesswork out of investment planning, as they are professionally managed and automatically adjust risk levels.
- Mitigate risks like longevity, market fluctuations, and inflation.
- Offer a single fund solution for a well-diversified retirement portfolio.

Is a Target Date Fund Right for You?
Consider a Target Date Fund if you prefer a hassle-free approach to investing, without the need to research individual mutual fund options. Consult your tax advisor for personalized advice, or reach out to us, Bayntree Wealth Advisors, for more information.

Take charge of your retirement future. To discuss any questions you may have, please contact us at (480) 494-2750

Request your free Dream-Plan-Retire toolkit today!➡️ https://www.bayntree.com/dpr-toolkit/

Ask Bayntree a question ➡️ https://bit.ly/3h5Lox9

📱 Subscribe and Listen to the Your Wealth and Beyond Podcast HERE:
Apple: https://apple.co/3poukHd
Spotify: https://spoti.fi/3tljNO7
Google: https://bit.ly/3to4dRM

Other ways to stay connected:
✔️ Website: https://www.bayntree.com/
✔️ Facebook:   / bayntreewealth  
✔️ Instagram:   / bayntreewea.  .
✔️ LinkedIn:   / bayn.  .
✔️YouTube Channel:    / bayntreewealthadvisors  
✔️ Bayntree Blog: https://www.bayntree.com/blog/

Investment advice is offered through Bayntree Wealth Advisors, LLC, a SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Please note that Bayntree Wealth Advisors and its representatives do not give legal or tax advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.

show more

Share/Embed