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Sri 020r9sunl finalformsrns.doc srQ2Qr9su.PJ fioalformsms. DEC ES201Examination Preparation ChecklistiRLL1JOk. ISR.LTN SW IclcFacility: Facility:Date of Examination: Examination: Date NRC Developed

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How to fill out target date retirement funds

01

To fill out target date retirement funds, follow these steps:

02

Determine your retirement goal: Determine the amount of money you will need for a comfortable retirement by considering factors such as your desired lifestyle, expected expenses, and inflation.

03

Understand the target date: Target date retirement funds are investment portfolios that automatically adjust their asset allocation based on your target retirement date. Familiarize yourself with the target date and its associated investment strategy.

04

Choose the appropriate fund: Select a target date retirement fund that aligns with your retirement goal and risk tolerance. Each fund has a specific target retirement year, so choose the one closest to your planned retirement date.

05

Consider the glide path: The glide path is the predetermined asset allocation mix of the fund over time. It adjusts the proportion of stocks and bonds as the target date approaches. Understand the fund's glide path and how it fits your investment preferences.

06

Fill out the application: Contact the provider of the target date retirement fund and complete the application form. You will typically need to provide personal and financial information, such as your name, address, Social Security number, employment details, and investment amount.

07

Set up contributions: Decide on the contribution amount and frequency for your target date retirement fund. You can opt for regular contributions from your paycheck or make periodic lump-sum contributions.

08

Monitor and review: Regularly monitor the performance of your target date retirement fund and review your investment strategy. Consider consulting with a financial advisor if needed to ensure your investments stay on track towards your retirement goal.

Who needs target date retirement funds?

01

Target date retirement funds are suitable for individuals who:

02

- Are planning for retirement and want a simplified investment approach

03

- Want a professionally managed portfolio without the need for constant rebalancing

04

- Prefer a hands-off investment strategy

05

- Have a specific target retirement year

06

- May not have the time, knowledge, or interest to actively manage their investments

07

- Want a diversified portfolio that automatically adjusts over time based on their retirement date

08

- Are comfortable with a potentially higher allocation towards stocks early on and a shift towards bonds as retirement gets closer

09

- Are willing to accept some level of market risk in exchange for potential long-term growth

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What is target date retirement funds?

Target date retirement funds are investment funds that automatically adjust their asset allocation over time to become more conservative as the target date (usually retirement) approaches.

Who is required to file target date retirement funds?

Target date retirement funds are typically managed by investment companies and individuals who invest in these funds are not required to file them.

How to fill out target date retirement funds?

To invest in target date retirement funds, individuals can simply choose the fund with the target date closest to their planned retirement year and invest accordingly.

What is the purpose of target date retirement funds?

The purpose of target date retirement funds is to provide individuals with a diversified investment option that automatically adjusts its risk level as retirement approaches, aiming to minimize risk and maximize returns.

What information must be reported on target date retirement funds?

Target date retirement funds typically report information such as fund performance, asset allocation, fees, and any changes to the target date or investment strategy.

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