Aggressive 401k allocation
[DOC File]Thrivent Aggressive Allocation Portfolio
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401k_employee.html) for an example demonstrating the long-term effect of fees and expenses. Please note, however, that fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions. …
[DOC File]Retirement Readiness - Bauer College of Business
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Jack plans to retire at age 55, partially because of health reasons. Jack’s retirement plan consists of three items: 401k, company pension, and social security. He is 100% vested in his 401k and has a total of $150,000 to date. If he retires at age 55, his company pension will …
[DOC File]AUTOMATIC CONTRIBUTION ARRANGEMENT
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The year in the investment option name refers to the approximate year an investor in the option would plan to retire and likely would stop making new contributions to the investment option. However, investors may choose a date other than their presumed retirement date to be more conservative or aggressive depending on their own risk tolerance.
[DOCX File]TT23 – Investment Policy: Individual Investor
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Assets invested in retirement accounts, i.e., _(401k, IRA, Roth IRA, and retirement plans)_will have a minimum of a _(30)_ year time horizon or until retirement. Assets invested in education and mission accounts the _(Education IRA, 529 Savings Plans)_will have a minimum time horizon of _(15)_ years _(considering the Team’s oldest child is ...
[DOC File]breesefine7110.tulane.edu
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An example of an appropriate, modestly aggressive allocation is shown below. Table 28H contains an array of historical and expected return data which was used to develop real return forecasts. In this case, the objective was to reach a spending level in real terms as close to 6% as possible, a level appearing to meet the dual goals of the ...
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30 Investment Options (active & index mutual funds and ETF's) to choose from including up to (3) Allocation Models (Conservative, Moderate, Aggressive) at no cost. Open Architecture platform with no proprietary funds and no Contract Termination Fees Full Daily Valuation and Participant Direction
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