The Problem with Target Date Funds
Target Date Funds are the most common default investment vehicle in corporate retirement plans. As a result, many investors allocate the majority of their liquid wealth and future retirement funds to Target Date Funds. While these funds serve as a solid option for many, the reality is that there are issues and inefficiencies associated with these types of products. Today, we're breaking it down, you don't want to miss it!
Key Topics:
Intro to Target Date Funds (00:53)
The Issues with Target Date Funds (04:04)
Target Date Funds Dial Down Risk Too Early (04:18)
Not All Retirement Buckets are Build the Same from an Investment Standpoint (07:17)
The Lack of Customization in Target Date Funds (11:19)
Alternatives to Target Date Funds (13:45)
Wrap-Up (16:58)
This Episode is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
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