Best mutual funds for retirees

    • [PDF File]Annual Review of MTA Sponsored Pension Retirement Funds

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      Hedge Funds ‐Actively searching the universe for both established and emerging hedge funds managed by minorities and women. Meetings with 43 MWBE hedge funds have taken place in 2016, with a focus on global macro and long/short equity strategies.

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    • [PDF File]STATE STREET TARGET RETIREMENT MUTUAL FUNDS

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      Feb 28, 2018 · State Street Target Retirement Mutual Funds ssga.com * The gross expense ratio is the fund’s total annual operating expense ratio. It is gross of any fee waivers or expense reimbursements. ** The net expense ratio is the fund’s total annual operating expense ratio after fee …

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    • [PDF File]USING DEFINED MATURITY BOND FUNDS AND QLACs TO …

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      bond funds are still volatile and subject to capital losses if interest rates rise. Constant duration bond mutual funds still fluctuate in value, except to a lesser degree than stocks. Though these bond funds provide flexibility and some upside growth potential they are more complex for retirees to understand in terms of their role

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    • [PDF File]Retirement Investments - Money Smart CBI

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      stocks, bonds, mutual funds, or Treasury securities. • These types of accounts are tax exempt and generally designed to help ensure adequate income for retirees. • Though an IRA generally grows over time due to interest earned and your contributions, it may lose value depending on the stock market and your inves tment choices.

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    • [PDF File]7 RETIREMENT TIPS FOR FEDERAL EMPLOYEES

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      Even the most conservative of retirees should have at least something in emerging market companies. Another important asset class missing from the TSP funds is Real Estate Investment Trusts (REITs). US Real Estate funds were the best performing asset class in 2006, 2010, and 2011. More importantly, it was also the best 7 RETIREMENT TIPS FOR

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    • Comparing Strategies for Retirement Wealth Management ...

      We compare several wealth management strategies for retirees: systematic withdrawals from mutual funds, one-time complete or partial conversion to fixed or variable payout annuities, years-long phased conversion to fixed life annuities, and variable annuities with the new

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