#084 – Understanding Target Date Retirement Funds
02/01/24 • 53 min
1 Listener
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 funds
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
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 funds
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
Previous Episode
#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
Listener Q&A where Andy talks about:
- For those who have solo 401(k) plans, when having to file Form 5500EZ is required
- What's tax gain harvesting and when it's beneficial
- How to select between online banks that offer high yield savings accounts
- Bonds vs bonds funds and what should be considered when figuring out how to invest the bond portion of your portfolio
Links in this episode:
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
Next Episode
#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
Links in this episode:
- Brian's company's website - Truly Prosper Financial Planning
- The Michael Kitces website/blog - here
- Ed Slott website/blog - here
- Natalie Choate's book - Life and Death Planning for Retirement Benefits
- Money Quotient life planning tools - here
- George Kinder financial life planning resources - here
- Mitch Anthony financial life planning resources - here
- Reid Stone's non-financial and life planning solutions - here
- Fritz Gilbert's blog - The Retirement Manifesto
- Roger Whitney's podcast - The Retirement Answer Man
- Mitch Anthony's book - The New Retirementality
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/retirement-planning-education-with-andy-panko-217247/084-understanding-target-date-retirement-funds-43594867"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to #084 – understanding target date retirement funds on goodpods" style="width: 225px" /> </a>
Copy