Target Date Retirement Funds
From Bogleheads
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 |
Target Retirement Indexes
- Dow Jones Target Date Indexes
- Dow Jones Real Return Target Date Indexes
- S&P Target Date Index Series
- Morningstar
Papers
- 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}
- Life Cycle Funds by Viceira, Luis M., (May 2007)
- Making Investment Choices as Simple as Possible: An Analysis of Target Date Retirement Funds by Bodie, Zvi and Treussard, Jonathan (January 2007)
- Popping The Hood: An Analysis of Major Target Fund Families by Joseph C. Nagensatt, John Bucci, William S.Coakley, II (2006)
- 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.
- Missing the Target by Craig L. Israelsen and Joseph C. Nagengast, published in Financial Planning Magazine, September 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)
- Why the Target Funds are Good Marketing but Lousy Investing by Scott Burns.
- William Bernstein on Vanguard's Target Retirement funds: The One-Fund Holy Grail
See also
How to Cite
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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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| Managing Investments | Investment Policy Statement • Principles of Tax-Efficient Fund Placement • Target Date Retirement Funds • Vanguard LifeStrategy Funds | |
| IRA Transfers | IRA Rollovers and Transfers • IRA recharacterization • Net Unrealized Appreciation - NUA • Inheriting an IRA • Inheriting a Roth IRA | |
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