Moderate
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.
