Target Date Retirement Funds

From Bogleheads

Individual Retirement Accounts
Traditional IRAs
Traditional IRA Non-deductible Traditional IRA Inheriting an IRA Stretch IRA
Roth IRA
Roth IRA Roth IRA conversion IRA recharacterization Inheriting a Roth IRA Stretch IRA
Transfers and Withdrawals
IRA Rollovers and Transfers SEPP:Substantially Equal Periodic Payments Net Unrealized Appreciation - NUA IRA Distribution Tables Required Minimum Distribution vs Annuitization
Managing Your IRA
Investment Policy Statement Principles of Tax-Efficient Fund Placement Target Date Retirement Funds Vanguard Target Retirement Funds Vanguard LifeStrategy Funds LifeStrategy Funds vs Target Retirement Funds
Additional information see: • Employer Provided Retirement Plans  • Annuities  • Split-Interest Gifts (charity)

A growing popular option for retirement plan investors is to use a target date fund as the investment medium. These funds are now being offered in corporate retirement plans and are offered by a growing number of mutual fund firms. For more information on retirement plans and tax deferred investing please refer to Retirement and tax deferred investing.

Contents 1 Target Retirement Indexes 2 Papers 2.1 Articles 2.2 Institutional Research 2.3 Academic Papers 3 See also 4 How to Cite

Target Retirement Indexes

• Dow Jones Target Date Indexes
• Dow Jones Real Return Target Date Indexes
• S&P Target Date Index Series
• Morningstar

Papers

Articles

• William Bernstein on Vanguard's Target Retirement funds: The One-Fund Holy Grail
• Why the Target Funds are Good Marketing but Lousy Investing by Scott Burns.
• A Better Mousetrap, Craig L. Israelsen, Financial Advisor Magazine (February 2008)
• Missing the Target by Craig L. Israelsen and Joseph C. Nagengast, published in Financial Planning Magazine, September 2007.
• Popping The Hood: An Analysis of Major Target Fund Families by Joseph C. Nagensatt, John Bucci, William S.Coakley, II (2006)

Institutional Research

• Target-Date Funds: Looking Beyond the Glide Path in 2008 by Vanguard Investment Counseling & Research
• Lifetime Asset Allocations:Methodologies for Target Maturity Funds Ibbotson Associates Research Report {February 11, 2008}
• Funds For Retirement: The "Life Cycle" Approach by Vanguard Investment Counseling & Research
• Target date funds and goal-based benchmarks by Vanguard Investment Counseling & Research, 08/23/2007
• Evaluating and implementing target date portfolios: Four key considerations by Michael Hess, John Ameriks, Ph.D., Scott J. Donaldson, CFA, CFP Vanguard Investment Counseling & Research, 03/04/2008
• Target-date funds: Plan and participant adoption in 2007 by William E. Nessmith and Stephen P. Utkus, Vanguard Center for Retirement Research, November 2008.

Academic Papers

• Making Investment Choices as Simple as Possible: An Analysis of Target Date Retirement Funds by Bodie, Zvi and Treussard, Jonathan (January 2007)
• The Dynamics of Lifecycle Investing in 401(k) Plans by Mitchell, Olivia S., Mottola, Gary R., Utkus, Stephen P. and Yamaguchi, Takeshi, (October 2007)
• Life Cycle Funds by Viceira, Luis M., (May 2007)

See also

• Vanguard Target Retirement Funds
• Glide paths

How to Cite

Link to this page from your Bogleheads Forum post by copying the text inside the box below:

Please see [url=http://www.bogleheads.org/wiki/Target_Date_Retirement_Funds]Target Date Retirement Funds[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].

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