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Next comes your age and expected retirement date—important components to selecting the most appropriate time-based investment like a target date fund.

A target date fund for this year... Is generally designed for the typical investor expecting to retire...
2010/Income by the year 2014
2020 between the years 2015 and 2024
2030 between the years 2025 and 2034
2040 between the years 2035 and 2044
2050 between the years 2045 and 2054
2060 between the years 2055 and 2064

This table reflects target date funds in ten year increments. Target date funds may also be available in five-year increments.

Retirement Calculator

Enter in the following information to help determine what may be the most appropriate target date year.

All information and any reference to a specific target date year is for educational purposes only and should not be considered investment advice. An investor should understand their risk tolerance and needs priorto making an investment decision. Investment decisions may result in loss of value.