#084 – Understanding Target Date Retirement Funds

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 1 February 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Explanation of target date retirement funds and how they work, what their fees are, when they can make sense, pros and cons, etc. Links in this episode: Episode #060 of the Retirement Planning Education podcast about mutual fundsTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education web...

Transcript

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0:00.0	Let's learn about target date funds or target date retirement funds in this, the 84th episode of the Retirement Planning Education Podcast.
0:10.3	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities,
0:23.0	estate planning, and much more. And now here's your host, Andy Panko. Oh, hi, everybody.
0:29.0	Welcome. Thanks for joining. Happy you're here, as always. Today we got a good one. Today, I will be
0:33.8	talking about target date funds, which go by multiple names.
0:38.1	Could be target date retirement funds.
0:39.6	Could be called life cycle funds.
0:41.1	Could be called freedom funds and other different unique spins and proprietary labels for these.
0:46.8	But at their core, they're all the same thing, which I'll get into.
0:50.2	But before, I wanted to share with you a quick story.
0:54.3	The other day, I was driving to the airport to catch my flight.
0:56.6	And I saw a sign that said airport left.
0:59.0	So I turned around and went home.
1:04.5	All right, enough of that shenanigans.
1:05.9	Let's move on.
1:07.0	Target date funds, target date retirement funds.
1:09.3	What are they?
1:10.2	They are increasingly popular.
1:13.1	You'll find them more readily available, maybe advertise more.
1:17.9	Maybe you use them.
1:18.5	Maybe you don't.
1:19.0	Maybe you're looking to learn what they are.
	...

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