Sentences with phrase «retirement date»

Older employees in provinces without mandatory retirement should be cautious about mentioning planned retirement dates, especially if they suspect the company is planning to end the relationship.

These funds automatically adjust their asset mixes to become more conservative as that much - anticipated retirement date approaches.

The company's algorithm analyzes available plan options, then selects the best investments based upon expected retirement date and even price.

At their relatively young ages of 48 and 54, they feel ready for a little financial freedom before the traditional retirement date of 65.

I think your early retirement date is an important time to look at your mix.

While neither sister has a firm retirement date in mind, they can expect their investment portfolios and generous public - sector pensions will provide a retirement standard of living well above the average.

But as the set retirement date is approaching, the fund will start focusing more on less risky securities.

In most instances, the investor's anticipated retirement date determines the investment horizon.

This possibility is called retirement date risk.1 You might determine that you have to work several years longer as a result while you wait for the stock market to recover.

An alternative or complimentary strategy is to focus on income well ahead of your actual retirement date.

Making sure that the allocation of your retirement plan assets are correct based on the investment plan above is crucial to claiming success on the official retirement date.

Select funds based on your projected retirement date and individual needs.

You can create estimates of your future benefits based on different retirement dates or payout options and explore which options will best meet your needs.

AC: Target date fund is where the fund itself, you match it with your potential retirement date.

Target date, or lifecycle, retirement funds are managed based on a predetermined retirement date that functions as the basis for the time horizon that determines asset allocations.

We've seen how your portfolio's fortunes can change dramatically based on your chosen retirement date.

As you get closer to the proposed retirement date, the number of possible dates, and thus the range of payout values, will get smaller.

It doesn't matter whether you are digging out from a mountain of debt or planning your exact retirement date — you need to set some financial goals.

Life insurance over 50 consumers are typically purchasing a 10, 15 or 20 year term depending on their estimated retirement date.

These funds have broadly diversified portfolios of stocks and bonds that are geared to particular retirement dates.

I want to invest in something but don't have much knowledge; I'm considering a target fund based on approximate retirement date.

Unfortunately, I think I will end up with a later retirement date than I want but at least I will know and not be guessing.

It helps the customers to choose the term of the policy on their own wish with flexible retirement date and also guaranteed income on the annuity purchased through them.

We keep pushing out the socially acceptable retirement date.

«Days to retirement» means the number of days from the day the deceased died to the last retirement date.

Check the terms of your employment contract, if you have one, to ensure that your preferred retirement date coincides with the date your contract expires.

Once you get real about those expenses, you may want to delay your targeted retirement date by a year or so.

The loss of earnings and income that the victim might have earned up until one's originally expected retirement date will also be included among the damages in a wrongful death case.

The final link in that chain is the 12 months leading up to your actual retirement date.

Many mutual fund companies offer a range of target retirement funds for different retirement dates (usually in increments of 5 years).

Also, don't always assume that the fund with the target date closest to your anticipated retirement date is the right one for your situation.

There are calculators that will calculate your potential retirement date, potential investment returns and even hypothetical withdrawal rates.

Also known as retirement date funds, target date funds provide an «autopilot» approach to investing for goals with specific target dates.

Popular investments in 401 (k) plans include target retirement date funds, mutual funds with risk and investments managed towards a specific retirement age, and broad market index funds like S&P 500 index funds.

The application of section 73 of the Pensions Act 1995 when members are entitled to different tranches of pension with different normal retirement dates as a consequence of the Barber decision;

In a statement to the church, he said (in part), «I have decided to accelerate my planned retirement date from October of this year to tonight.

Merely setting a specific retirement date, even if it's decades in the future, increases your likelihood of saving.

Because, until recently, age 65 has been a kind of standard retirement date for many jobs and the age at which most Canadians start receiving all of their government benefits.

CBAF's investment line - up includes retirement date funds — ready - made portfolios geared to a lawyer's date of retirement.

critics advised that the specific fund that corresponds to your desired retirement date tend to be too conservative, weighted with not enough % of stocks....

Tax benefits can be availed on premiums paid — investors can receive up to 1 / 3rd of the accumulated value on retirement date as a tax - free lump sum as per prevailing income tax laws

For a more complex retirement savings system aimed at investors with retirement dates farther into the horizon, consider the following in terms of priority:

I agree with «the Rat» that 70 % is too much if retirement date is within the next 5/7 years.

If you delay their start past the standard retirement date — which is generally 65 — your Old Age Security (OAS) entitlement increases by 7.2 % a year and your Canada Pension Plan (CPP) benefit gets bumped up by 8.4 % a year.