DiscoverStacks of CashTarget Date Funds
Target Date Funds

Target Date Funds

Update: 2024-04-19
Share

Description

In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans.  This can lead to many questions. 

  • What are target date funds?
  • How does my asset allocation change over time?
  • Do I need to rebalance the target date funds?

Monterey Wealth answers all of these questions and more. 

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Target Date Funds

Target Date Funds

Monterey Wealth