Sentences with phrase «asset allocation plan without»

This question is important because you can not implement an asset allocation plan without first knowing the underlying asset allocation of the funds you're using.

With this approach, you leave the rest of your money on track in your long - term strategic asset allocation plan without having to worry about tax consequences or rebalancing effects from changing back and forth between your «core» investments and your tactical ideas.

Not exact matches

It seems like much of the retirement planning advice out there focuses on distribution rates, the percentage of income to replace, asset allocation changes or a determination of how much risk is suitable for a retiree's portfolio without ever considering actual living expenses or spending needs.

Once you've decided how much you can comfortably invest each month and what type of asset allocation is best for you, execute your plan without fail.

«Professional advice has a positive influence on other retirement planning behaviors including: increased usage of tax - advantaged savings vehicles, improved asset allocation, and greater portfolio diversification,» IRI says, noting that 53 % of Boomers working with an advisor report confidence in retirement expectations versus the 21 % of Boomers without an advisor who report the same.

Without a plan, it's hard to say what your asset allocation or required rate of return might be in the first place.