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News and insights from the world of ID security October 2012 #11le l i Fe c y c D I e h T NGE: Halle e g on TH Staying DGE for e c u t t i n g e a rs ten y pluses your ID card out of date? Contents
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What is l i fe c?
Life Cycle Funds (LIFEC) are a type of investment fund that automatically shifts towards a more conservative investment strategy as it approaches a specific date.
Who is required to file l i fe c?
Individuals who have invested in Life Cycle Funds are required to file LIFEC.
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LIFEC forms can typically be filled out online through the investment platform or by contacting the fund manager directly.
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The purpose of Life Cycle Funds is to provide investors with a diversified investment strategy that automatically adjusts as they near a specific date, such as retirement.
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Information such as the investor's current age, risk tolerance, and investment goals must be reported on LIFEC forms.
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