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Target Date Funds: America's #1 Retirement Investment

 
 Monday, Aug. 26, 2019 from 10:00 am to 11:00 am
 Online
 
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Registration is Open
VSCPA Members
$0.00 Regular Registration
Nonmembers
$59.00 Regular Registration
Designed For:
Anyone interested in learning about investing for retirement
Prerequisite:

None

Since the introduction of the modern mutual fund in 1924, no other investment product has been as important to investors as the target date fund (TDF). Paul explains how TDFs work, 10 reasons TDFs are likely to make investors more money, 6 reasons many TDFs make investors less than they should and how to select the best-performing TDFs. For investors willing to add a second fund, to work along side their TDF, Paul shows how to substantially increase the expected life-time return with a "2 Funds For Life" strategy.

Theoretically, the TDF only requires an investor to make two major investment decisions. Investors in their working and saving years, only need select the year they expect to retire, and the TDF takes care of all investment decisions. The second decision, which likely happens at retirement, is a bit more complex, as the investor needs to decide how to invest during retirement, while providing regular income to meet their cost of living. Paul discusses four possible investment strategies that can be used by investors through the end of their life.


Delivery Method: Individual webcast
CPE Credit: Personal development
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by ACPEN.

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The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.