Total Credits: 1 including 1 Business
Since the introduction of the modern mutual fund in 1924, no other investment product has been as important to investors as the target date fund (TDF). Paul explains how TDFs work, 10 reasons TDFs are likely to make investors more money, 6 reasons many TDFs make investors less than they should and how to select the best-performing TDFs. For investors willing to add a second fund, to work along side their TDF, Paul shows how to substantially increase the expected life-time return with a “2 Funds For Life” strategy.
Theoretically, the TDF only requires an investor to make two major investment decisions. Investors in their working and saving years, only need select the year they expect to retire, and the TDF takes care of all investment decisions. The second decision, which likely happens at retirement, is a bit more complex, as the investor needs to decide how to invest during retirement, while providing regular income to meet their cost of living. Paul discusses four possible investment strategies that can be used by investors through the end of their life.
| Important CE Recertification Credit Information (0.46 MB) | Available after Registration | ||
| Targer_Date_Funds_Slides (1.4 MB) | Available after Registration |
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Mon, Oct 18, 2021 - 03:00pm to 03:58pm CDT
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Thu, Nov 04, 2021 - 09:00am to 09:58am CDT
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Tue, Nov 16, 2021 - 11:00am to 11:58am CST
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