Money Wisdom

Should I Use Target Date Funds?


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Most people are familiar with target date funds, although they might not necessarily know them by that name. Your 401k plan might have a different name for it like a lifecycle fund, but regardless of what it’s called, it continues to be a popular investment choice. Let’s talk today about whether target date funds are a good way to invest for retirement.

 

Here’s what you can expect to learn in this episode:

  • How target date funds were first created.
  • The effectiveness of these funds for someone in their 20s versus someone in their 50s.
  • An example of a time where we found target date funds weren’t what someone needed in their retirement plan.
  • Why most people aren’t paying close attention to the performance of their target date funds.

 

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/ 

 

 

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Money WisdomBy Johnson Brunetti

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