Stacks of Cash

Target Date Funds


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In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans.  This can lead to many questions. 

  • What are target date funds?
  • How does my asset allocation change over time?
  • Do I need to rebalance the target date funds?

Monterey Wealth answers all of these questions and more. 

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Stacks of CashBy Monterey Wealth

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