Sentences with phrase «retirement on a specific date»

Note: Only retirement on a specific date within 12 months qualifies.

Not exact matches

It's a mutual fund built around an asset allocation based on a specific time frame or target date (usually a retirement date).

If you're getting started, chose a fund like a target date fund, retirement date fund, they go by a couple of names but you can start with just one mutual fund that's a collection of all the investments that might be appropriate for your goal and from that core, if you want to then start branching out into specific ETF's or funds that focus on just one index or individual securities, then you've got that base that you can build on to add those things in but at the very beginning, keep it simple.