Get the free Principal Trust(SM) Target 2055 Fund I as of 03/31/2012
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Principal Trust(SM) Target 2055 Fund I Investment Strategy The investment option seeks a total return consisting of long-term growth of capital and current income. To pursue its goal, this Target
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How to fill out Principal TrustSM Target 2055?
01
Begin by gathering all necessary personal and financial information, such as your Social Security number, employment details, and current investment holdings.
02
Visit the Principal website or contact a Principal representative to obtain the necessary forms for opening a Principal TrustSM Target 2055 account.
03
Fill out the required information on the forms, including your personal details, investment objectives, and risk tolerance.
04
Determine the amount of money you would like to contribute to the account and specify the frequency of contributions (e.g., monthly, quarterly).
05
Choose the investment options that align with your desired level of risk and return. Principal TrustSM Target 2055 typically offers a diversified mix of stocks, bonds, and cash.
06
Review all the information provided on the forms to ensure accuracy and completeness. Make any necessary corrections or additions.
07
Sign and date the forms as required. Include any required supporting documentation, such as beneficiary information or a voided check for electronic contributions.
08
Submit the completed forms and any accompanying documents to Principal according to their instructions. This may include mailing the forms or submitting them electronically through their online portal.
Who needs Principal TrustSM Target 2055?
01
Individuals who are planning for retirement and have a target retirement year of 2055 or thereabouts.
02
Investors who prefer a hands-off approach to retirement investing and want a professionally managed portfolio.
03
Those who are comfortable with a moderate to high level of investment risk in order to potentially achieve higher returns over the long term.
04
Individuals who want a diversified investment mix that adjusts over time to become more conservative as their target retirement date approaches.
05
Investors who are seeking a tax-advantaged retirement savings vehicle, as contributions to Principal TrustSM Target 2055 may be eligible for certain tax benefits.
06
Individuals who value the expertise and experience of the Principal investment team in managing retirement funds.
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