Sentences with phrase «retirement asset allocation»

Jason explains what the conventional wisdom is with retirement asset allocation, and then goes on to explain why it makes sense for his own financial planning to deviate from that.

However, with the ongoing shift from the defined - benefit to defined - contribution plans, careful (and individualized) planning of retirement asset allocation in employer - sponsored plans and IRAs as well as other personal investments is evermore important.

An older investor might have a retirement asset allocation of mostly fixed income investments whereas a more aggressive investor might have most of their investments in stocks.

A search for «retirement asset allocation» will lead you to several sites that offer evaluations.

An older, more conservative investor might have a retirement asset allocation of mostly fixed income investments whereas a younger, more aggressive investor might have most of their investments in stocks.

An older, more conservative investor might have a retirement asset allocation containing mostly fixed - income investments (80 % bonds and 20 % stocks, for example).

For instance, a retirement asset allocation that started out as 60/40 in stocks and bonds might dial the bonds up to 50 % to 60 % in the years before retirement, and then spend down the extra 10 % -20 % of bonds in retirement, to get back to 60/40 again.