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Name | Underlying Fund | Ticker | Expense Ratio | Allocation | Chart |
---|---|---|---|---|---|
IFA Optimized Target Date 2065 | BlackRock LifePath® Index 2065 K | LIWKX | 0.09% |
| |
IFA Optimized Target Date 2060 | BlackRock LifePath® Index 2060 K | LIZKX | 0.09% |
| |
IFA Optimized Target Date 2055 | BlackRock LifePath® Index 2055 K | LIVKX | 0.09% |
| |
IFA Optimized Target Date 2050 | BlackRock LifePath® Index 2050 K | LIPKX | 0.09% |
| |
IFA Optimized Target Date 2045 | Fidelity Freedom® Index 2045 Instl Prem | FFOLX | 0.08% |
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IFA Optimized Target Date 2040 | Fidelity Freedom® Index 2040 Instl Prem | FFIZX | 0.08% |
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IFA Optimized Target Date 2035 | Schwab Target 2035 Index | SWYFX | 0.08% |
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IFA Optimized Target Date 2030 | Schwab Target 2030 Index | SWYEX | 0.08% |
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IFA Optimized Target Date 2025 | Vanguard Target Retirement 2025 Inv | VTTVX | 0.08% |
| |
IFA Optimized Target Date 2020 | Fidelity Freedom® Index 2020 Instl Prem | FIWTX | 0.08% |
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IFA Optimized Target Date 2015 | Schwab Target 2015 Index | SWYBX | 0.08% |
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IFA Optimized Target Date 2010 | BlackRock LifePath® Index Retire K | LIRKX | 0.09% |
| |
IFA Optimized Target Date Retirement Income | BlackRock LifePath® Index Retire K | LIRKX | 0.09% |
|
# | Year | Age | IFA Optimized Target Dates | Vanguard Target Retirement Inv | Blackrock LifePath Index K | Dimensional Target Dt Rtr Inc Instl | Schwab Target Index | Principal LifeTime Hybrid Instl | American Funds Trgt Date Retire R6 | T. Rowe Price Target I | Fidelity Freedom Instl Prem |
---|---|---|---|---|---|---|---|---|---|---|---|
0 | 2025 | 25 | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K |
1 | 2026 | 26 | $48.9K | $48.8K | $48.9K | $48.8K | $48.9K | $48.8K | $48.7K | $48.8K | $48.8K |
2 | 2027 | 27 | $77.9K | $77.6K | $77.9K | $77.7K | $78.0K | $77.8K | $77.3K | $77.7K | $77.7K |
3 | 2028 | 28 | $110K | $110K | $110K | $110K | $111K | $110K | $109K | $110K | $110K |
4 | 2029 | 29 | $147K | $146K | $147K | $146K | $147K | $146K | $144K | $146K | $146K |
5 | 2030 | 30 | $187K | $186K | $187K | $186K | $188K | $187K | $183K | $186K | $186K |
6 | 2031 | 31 | $233K | $230K | $233K | $231K | $234K | $231K | $227K | $231K | $231K |
7 | 2032 | 32 | $283K | $279K | $283K | $281K | $284K | $281K | $275K | $281K | $281K |
8 | 2033 | 33 | $339K | $334K | $339K | $336K | $340K | $337K | $328K | $336K | $336K |
9 | 2034 | 34 | $401K | $394K | $401K | $397K | $403K | $398K | $386K | $397K | $397K |
10 | 2035 | 35 | $470K | $461K | $470K | $465K | $472K | $466K | $450K | $465K | $465K |
11 | 2036 | 36 | $547K | $535K | $547K | $540K | $549K | $541K | $521K | $539K | $540K |
12 | 2037 | 37 | $632K | $616K | $632K | $622K | $633K | $624K | $598K | $621K | $623K |
13 | 2038 | 38 | $725K | $706K | $725K | $714K | $726K | $716K | $684K | $711K | $714K |
14 | 2039 | 39 | $829K | $806K | $829K | $815K | $830K | $818K | $778K | $811K | $816K |
15 | 2040 | 40 | $943K | $915K | $943K | $926K | $944K | $930K | $881K | $921K | $927K |
16 | 2041 | 41 | $1.07M | $1.04M | $1.07M | $1.05M | $1.07M | $1.05M | $993K | $1.04M | $1.05M |
17 | 2042 | 42 | $1.20M | $1.17M | $1.20M | $1.18M | $1.20M | $1.19M | $1.12M | $1.17M | $1.19M |
18 | 2043 | 43 | $1.35M | $1.31M | $1.35M | $1.32M | $1.35M | $1.34M | $1.25M | $1.31M | $1.33M |
19 | 2044 | 44 | $1.52M | $1.47M | $1.52M | $1.48M | $1.52M | $1.50M | $1.40M | $1.47M | $1.50M |
20 | 2045 | 45 | $1.70M | $1.65M | $1.70M | $1.66M | $1.70M | $1.68M | $1.56M | $1.64M | $1.68M |
21 | 2046 | 46 | $1.90M | $1.83M | $1.90M | $1.83M | $1.89M | $1.87M | $1.74M | $1.82M | $1.88M |
22 | 2047 | 47 | $2.12M | $2.04M | $2.11M | $2.02M | $2.11M | $2.08M | $1.93M | $2.02M | $2.10M |
23 | 2048 | 48 | $2.37M | $2.26M | $2.34M | $2.23M | $2.34M | $2.31M | $2.14M | $2.24M | $2.34M |
24 | 2049 | 49 | $2.63M | $2.50M | $2.59M | $2.45M | $2.60M | $2.56M | $2.37M | $2.47M | $2.60M |
25 | 2050 | 50 | $2.94M | $2.78M | $2.88M | $2.71M | $2.89M | $2.85M | $2.63M | $2.74M | $2.90M |
26 | 2051 | 51 | $3.27M | $3.08M | $3.18M | $2.97M | $3.20M | $3.15M | $2.91M | $3.02M | $3.23M |
27 | 2052 | 52 | $3.62M | $3.40M | $3.51M | $3.25M | $3.54M | $3.48M | $3.22M | $3.32M | $3.58M |
28 | 2053 | 53 | $4.01M | $3.75M | $3.87M | $3.55M | $3.91M | $3.84M | $3.55M | $3.65M | $3.96M |
29 | 2054 | 54 | $4.44M | $4.12M | $4.26M | $3.88M | $4.31M | $4.22M | $3.92M | $4.00M | $4.39M |
30 | 2055 | 55 | $4.90M | $4.53M | $4.68M | $4.23M | $4.74M | $4.65M | $4.31M | $4.39M | $4.85M |
31 | 2056 | 56 | $5.37M | $4.96M | $5.11M | $4.57M | $5.19M | $5.07M | $4.70M | $4.78M | $5.31M |
32 | 2057 | 57 | $5.87M | $5.42M | $5.57M | $4.94M | $5.68M | $5.53M | $5.12M | $5.19M | $5.80M |
33 | 2058 | 58 | $6.41M | $5.92M | $6.07M | $5.34M | $6.21M | $6.02M | $5.58M | $5.64M | $6.34M |
34 | 2059 | 59 | $7.00M | $6.46M | $6.61M | $5.76M | $6.78M | $6.56M | $6.07M | $6.12M | $6.92M |
35 | 2060 | 60 | $7.64M | $7.05M | $7.19M | $6.22M | $7.40M | $7.13M | $6.60M | $6.64M | $7.56M |
36 | 2061 | 61 | $8.27M | $7.64M | $7.76M | $6.66M | $8.02M | $7.72M | $7.13M | $7.15M | $8.19M |
37 | 2062 | 62 | $8.95M | $8.29M | $8.37M | $7.12M | $8.69M | $8.34M | $7.70M | $7.70M | $8.88M |
38 | 2063 | 63 | $9.69M | $8.98M | $9.02M | $7.62M | $9.40M | $9.02M | $8.31M | $8.28M | $9.61M |
39 | 2064 | 64 | $10.48M | $9.73M | $9.72M | $8.14M | $10.17M | $9.74M | $8.96M | $8.90M | $10.41M |
40 | 2065 | 65 | $10.56M | $9.81M | $9.75M | $8.09M | $10.25M | $9.79M | $8.99M | $8.89M | $10.49M |
41 | 2066 | 66 | $10.58M | $9.83M | $9.72M | $7.97M | $10.23M | $9.79M | $8.96M | $8.84M | $10.54M |
42 | 2067 | 67 | $10.60M | $9.85M | $9.68M | $7.86M | $10.21M | $9.78M | $8.93M | $8.78M | $10.58M |
43 | 2068 | 68 | $10.62M | $9.87M | $9.64M | $7.75M | $10.19M | $9.78M | $8.90M | $8.72M | $10.63M |
44 | 2069 | 69 | $10.64M | $9.89M | $9.61M | $7.64M | $10.17M | $9.77M | $8.87M | $8.66M | $10.67M |
45 | 2070 | 70 | $10.66M | $9.91M | $9.57M | $7.53M | $10.15M | $9.77M | $8.84M | $8.61M | $10.72M |
46 | 2071 | 71 | $10.65M | $9.84M | $9.51M | $7.43M | $10.12M | $9.72M | $8.80M | $8.52M | $10.70M |
47 | 2072 | 72 | $10.63M | $9.78M | $9.46M | $7.32M | $10.09M | $9.68M | $8.76M | $8.44M | $10.68M |
48 | 2073 | 73 | $10.61M | $9.72M | $9.40M | $7.22M | $10.06M | $9.63M | $8.73M | $8.37M | $10.66M |
49 | 2074 | 74 | $10.60M | $9.65M | $9.35M | $7.12M | $10.02M | $9.59M | $8.69M | $8.29M | $10.65M |
50 | 2075 | 75 | $10.58M | $9.59M | $9.30M | $7.02M | $9.99M | $9.55M | $8.65M | $8.21M | $10.63M |
51 | 2076 | 76 | $10.52M | $9.49M | $9.24M | $6.92M | $9.94M | $9.46M | $8.59M | $8.12M | $10.54M |
52 | 2077 | 77 | $10.47M | $9.38M | $9.19M | $6.83M | $9.89M | $9.37M | $8.53M | $8.03M | $10.46M |
53 | 2078 | 78 | $10.42M | $9.28M | $9.14M | $6.74M | $9.84M | $9.29M | $8.46M | $7.95M | $10.37M |
54 | 2079 | 79 | $10.36M | $9.18M | $9.08M | $6.64M | $9.79M | $9.20M | $8.40M | $7.86M | $10.29M |
55 | 2080 | 80 | $10.31M | $9.08M | $9.03M | $6.55M | $9.74M | $9.12M | $8.34M | $7.78M | $10.20M |
56 | 2081 | 81 | $10.25M | $8.98M | $8.98M | $6.40M | $9.66M | $9.03M | $8.28M | $7.69M | $10.05M |
57 | 2082 | 82 | $10.19M | $8.88M | $8.93M | $6.24M | $9.58M | $8.95M | $8.21M | $7.60M | $9.90M |
58 | 2083 | 83 | $10.13M | $8.79M | $8.88M | $6.09M | $9.51M | $8.87M | $8.15M | $7.51M | $9.76M |
59 | 2084 | 84 | $10.07M | $8.69M | $8.82M | $5.95M | $9.43M | $8.79M | $8.09M | $7.42M | $9.61M |
60 | 2085 | 85 | $10.02M | $8.60M | $8.77M | $5.81M | $9.36M | $8.71M | $8.02M | $7.33M | $9.47M |
61 | 2086 | 86 | $9.96M | $8.50M | $8.72M | $5.67M | $9.28M | $8.63M | $7.96M | $7.24M | $9.32M |
62 | 2087 | 87 | $9.90M | $8.41M | $8.67M | $5.53M | $9.21M | $8.55M | $7.90M | $7.15M | $9.17M |
63 | 2088 | 88 | $9.84M | $8.32M | $8.62M | $5.40M | $9.13M | $8.47M | $7.84M | $7.06M | $9.02M |
64 | 2089 | 89 | $9.79M | $8.23M | $8.57M | $5.27M | $9.06M | $8.39M | $7.78M | $6.97M | $8.88M |
65 | 2090 | 90 | $9.73M | $8.14M | $8.52M | $5.14M | $8.99M | $8.32M | $7.72M | $6.89M | $8.74M |
66 | 2091 | 91 | $9.67M | $8.05M | $8.47M | $5.02M | $8.92M | $8.24M | $7.66M | $6.80M | $8.57M |
67 | 2092 | 92 | $9.62M | $7.96M | $8.43M | $4.90M | $8.84M | $8.16M | $7.60M | $6.72M | $8.40M |
68 | 2093 | 93 | $9.56M | $7.88M | $8.38M | $4.78M | $8.77M | $8.09M | $7.54M | $6.63M | $8.24M |
69 | 2094 | 94 | $9.51M | $7.79M | $8.33M | $4.67M | $8.70M | $8.02M | $7.49M | $6.55M | $8.08M |
Indicates a year in retirement.
* Values marked as 'N/A' indicate that there is insufficient data available to provide a valid result.
Group | Category/Name | Equity % | Fixed Income % | Cash % | Other % | Assumed Weighted Return % | Expense Ratio |
---|---|---|---|---|---|---|---|
IFA Optimized Target Date 2065 | 2065 | 95.60644% | 1.04355% | 3.29218% | 0.05782% | 9.509% | 0.09% |
IFA Optimized Target Date 2060 | 2060 | 95.51143% | 1.03515% | 3.39573% | 0.05769% | 9.499% | 0.09% |
IFA Optimized Target Date 2055 | 2055 | 95.10844% | 1.51499% | 3.3191% | 0.05748% | 9.476% | 0.09% |
IFA Optimized Target Date 2050 | 2050 | 91.65627% | 5.17922% | 3.10953% | 0.05497% | 9.259% | 0.09% |
IFA Optimized Target Date 2045 | 2045 | 90.18571% | 9.61901% | 0.13371% | 0.06157% | 9.277% | 0.08% |
IFA Optimized Target Date 2040 | 2040 | 83.21609% | 16.51938% | 0.20752% | 0.057% | 8.822% | 0.08% |
IFA Optimized Target Date 2035 | 2035 | 69.64277% | 28.43795% | 1.87562% | 0.04366% | 7.881% | 0.08% |
IFA Optimized Target Date 2030 | 2030 | 58.86092% | 38.75065% | 2.35218% | 0.03625% | 7.164% | 0.08% |
IFA Optimized Target Date 2025 | 2025 | 49.67276% | 48.76213% | 1.49395% | 0.07089% | 6.596% | 0.08% |
IFA Optimized Target Date 2020 | 2020 | 44.48348% | 52.64031% | 2.84477% | 0.03145% | 6.212% | 0.08% |
IFA Optimized Target Date 2015 | 2015 | 39.11717% | 57.28041% | 3.58% | 0.02242% | 5.837% | 0.08% |
IFA Optimized Target Date 2010 | 2010 | 36.97742% | 59.65424% | 1.25794% | 2.11038% | 5.77% | 0.09% |
IFA Optimized Target Retirement Income | Retirement Income | 36.97742% | 59.65424% | 1.25794% | 2.11038% | 5.77% | 0.09% |
Vanguard Target Retirement 2065 Inv | 2065 | 88.55263% | 9.80324% | 1.57405% | 0.07002% | 9.121% | 0.08% |
Vanguard Target Retirement 2060 Inv | 2060 | 88.3781% | 9.78247% | 1.76954% | 0.06984% | 9.103% | 0.08% |
Vanguard Target Retirement 2055 Inv | 2055 | 88.48764% | 9.83163% | 1.61082% | 0.06984% | 9.115% | 0.08% |
Vanguard Target Retirement 2050 Inv | 2050 | 88.49576% | 9.76831% | 1.66607% | 0.06979% | 9.114% | 0.08% |
Vanguard Target Retirement 2045 Inv | 2045 | 81.71762% | 16.57908% | 1.63293% | 0.07026% | 8.674% | 0.08% |
Vanguard Target Retirement 2040 Inv | 2040 | 74.07082% | 24.40422% | 1.45363% | 0.07115% | 8.184% | 0.08% |
Vanguard Target Retirement 2035 Inv | 2035 | 66.78269% | 31.74957% | 1.39496% | 0.07257% | 7.712% | 0.08% |
Vanguard Target Retirement 2030 Inv | 2030 | 59.5055% | 39.12789% | 1.29287% | 0.07348% | 7.243% | 0.08% |
Vanguard Target Retirement 2025 Inv | 2025 | 49.67276% | 48.76213% | 1.49395% | 0.07089% | 6.596% | 0.08% |
Vanguard Target Retirement 2020 Inv | 2020 | 35.83122% | 62.49243% | 1.60907% | 0.06698% | 5.693% | 0.08% |
Vanguard Target Retirement Income Inv | Retirement Income | 28.71946% | 69.49989% | 1.71514% | 0.06517% | 5.227% | 0.08% |
BlackRock LifePath® Index 2065 K | 2065 | 95.60644% | 1.04355% | 3.29218% | 0.05782% | 9.509% | 0.09% |
BlackRock LifePath® Index 2060 K | 2060 | 95.51143% | 1.03515% | 3.39573% | 0.05769% | 9.499% | 0.09% |
BlackRock LifePath® Index 2055 K | 2055 | 95.10844% | 1.51499% | 3.3191% | 0.05748% | 9.476% | 0.09% |
BlackRock LifePath® Index 2050 K | 2050 | 91.65627% | 5.17922% | 3.10953% | 0.05497% | 9.259% | 0.09% |
BlackRock LifePath® Index 2045 K | 2045 | 84.4617% | 12.9063% | 2.574% | 0.05801% | 8.81% | 0.09% |
BlackRock LifePath® Index 2040 K | 2040 | 74.5354% | 23.47403% | 1.9422% | 0.04839% | 8.187% | 0.09% |
BlackRock LifePath® Index 2035 K | 2035 | 63.65805% | 34.73302% | 1.55775% | 0.05118% | 7.493% | 0.09% |
BlackRock LifePath® Index 2030 K | 2030 | 51.40487% | 46.52578% | 1.33296% | 0.73638% | 6.705% | 0.09% |
BlackRock LifePath® Index 2025 K | 2025 | 39.60% | 60.20% | 0.20% | 0.00% | 5.977% | 0.09% |
BlackRock LifePath® Index Retire K | Retirement Income | 36.97742% | 59.65424% | 1.25794% | 2.11038% | 5.77% | 0.09% |
Dimensional 2065 Target Dt Rtr Inc Instl | 2065 | 94.0261% | 1.98084% | 3.98277% | 0.01028% | 9.252% | 0.22% |
Dimensional 2060 Target Dt Rtr Inc Instl | 2060 | 94.09708% | 1.98173% | 3.91091% | 0.0103% | 9.259% | 0.22% |
Dimensional 2055 Target Dt Rtr Inc Instl | 2055 | 94.24254% | 1.97916% | 3.76799% | 0.0103% | 9.274% | 0.22% |
Dimensional 2050 Target Dt Rtr Inc Instl | 2050 | 91.30613% | 3.13373% | 5.54763% | 0.01251% | 9.021% | 0.22% |
Dimensional 2045 Target Dt Rtr Inc Instl | 2045 | 78.20636% | 8.49733% | 13.27414% | 0.02216% | 7.899% | 0.22% |
Dimensional 2040 Target Dt Rtr Inc Instl | 2040 | 65.14297% | 24.60349% | 10.23619% | 0.01736% | 7.156% | 0.22% |
Dimensional 2035 Target Dt Rtr Inc Instl | 2035 | 51.15877% | 41.87657% | 6.95262% | 0.01203% | 6.382% | 0.2% |
Dimensional 2030 Target Dt Rtr Inc Instl | 2030 | 37.66139% | 58.54801% | 3.78389% | 0.0067% | 5.636% | 0.18% |
Dimensional 2025 Target Dt Rtr Inc Instl | 2025 | 24.5426% | 74.71505% | 0.73776% | 0.00458% | 4.889% | 0.18% |
Dimensional 2020 Target Dt Rtr Inc Instl | 2020 | 24.62056% | 74.62887% | 0.74894% | 0.00162% | 4.884% | 0.19% |
Dimensional 2015 Target Dt Rtr Inc Instl | 2015 | 25.078% | 74.09315% | 0.82717% | 0.00168% | 4.931% | 0.17% |
Dimensional Retirement Income Instl | Retirement Income | 19.83604% | 58.42095% | 21.74167% | 0.00132% | 3.838% | 0.19% |
Schwab Target 2065 Index | 2065 | 96.56736% | 2.48855% | 0.88013% | 0.06396% | 9.666% | 0.08% |
Schwab Target 2060 Index | 2060 | 94.62745% | 4.42832% | 0.88186% | 0.06237% | 9.54% | 0.08% |
Schwab Target 2055 Index | 2055 | 92.7147% | 6.33701% | 0.88749% | 0.06079% | 9.415% | 0.08% |
Schwab Target 2050 Index | 2050 | 89.79178% | 9.03166% | 1.11811% | 0.05844% | 9.217% | 0.08% |
Schwab Target 2045 Index | 2045 | 84.88898% | 13.90397% | 1.1525% | 0.05455% | 8.897% | 0.08% |
Schwab Target 2040 Index | 2040 | 77.93035% | 20.52486% | 1.49525% | 0.04954% | 8.433% | 0.08% |
Schwab Target 2035 Index | 2035 | 69.64277% | 28.43795% | 1.87562% | 0.04366% | 7.881% | 0.08% |
Schwab Target 2030 Index | 2030 | 58.86092% | 38.75065% | 2.35218% | 0.03625% | 7.164% | 0.08% |
Schwab Target 2025 Index | 2025 | 44.11641% | 52.88975% | 2.96742% | 0.02642% | 6.184% | 0.08% |
Schwab Target 2020 Index | 2020 | 42.10809% | 54.64953% | 3.2178% | 0.02458% | 6.044% | 0.08% |
Schwab Target 2015 Index | 2015 | 39.11717% | 57.28041% | 3.58% | 0.02242% | 5.837% | 0.08% |
Schwab Target 2010 Index | 2010 | 34.71502% | 61.12531% | 4.13998% | 0.01967% | 5.532% | 0.08% |
Principal LifeTime Hybrid 2065 Instl | 2065 | 95.96737% | 3.75371% | 0.23787% | 0.04105% | 9.31% | 0.42% |
Principal LifeTime Hybrid 2060 Instl | 2060 | 96.00172% | 3.71494% | 0.24329% | 0.04004% | 9.312% | 0.42% |
Principal LifeTime Hybrid 2055 Instl | 2055 | 96.00135% | 3.71328% | 0.24518% | 0.04019% | 9.312% | 0.42% |
Principal LifeTime Hybrid 2050 Instl | 2050 | 95.27305% | 4.42963% | 0.25459% | 0.04273% | 9.264% | 0.42% |
Principal LifeTime Hybrid 2045 Instl | 2045 | 88.09003% | 11.53666% | 0.31776% | 0.05556% | 8.805% | 0.41% |
Principal LifeTime Hybrid 2040 Instl | 2040 | 79.45138% | 20.09164% | 0.38654% | 0.07047% | 8.251% | 0.4% |
Principal LifeTime Hybrid 2035 Instl | 2035 | 67.35482% | 32.06116% | 0.49583% | 0.08823% | 7.481% | 0.38% |
Principal LifeTime Hybrid 2030 Instl | 2030 | 58.87612% | 40.37323% | 0.64152% | 0.10918% | 6.944% | 0.36% |
Principal LifeTime Hybrid 2025 Instl | 2025 | 49.59275% | 49.54204% | 0.7525% | 0.11275% | 6.327% | 0.37% |
Principal LifeTime Hybrid 2020 Instl | 2020 | 43.09082% | 55.95458% | 0.83516% | 0.11948% | 5.902% | 0.37% |
Principal LifeTime Hybrid 2015 Instl | 2015 | 35.54334% | 63.40921% | 0.91792% | 0.12957% | 5.408% | 0.37% |
Principal LifeTime Hybrid Income Instl | Retirement Income | 35.54758% | 63.39731% | 0.92382% | 0.13135% | 5.408% | 0.37% |
American Funds 2065 Trgt Date Retire R6 | 2065 | 87.14914% | 8.23399% | 4.19373% | 0.42315% | 8.628% | 0.39% |
American Funds 2060 Trgt Date Retire R6 | 2060 | 87.21148% | 8.17549% | 4.18924% | 0.4238% | 8.632% | 0.39% |
American Funds 2055 Trgt Date Retire R6 | 2055 | 87.22363% | 8.14398% | 4.21906% | 0.41335% | 8.632% | 0.39% |
American Funds 2050 Trgt Date Retire R6 | 2050 | 86.08177% | 9.13785% | 4.29826% | 0.48214% | 8.575% | 0.37% |
American Funds 2045 Trgt Date Retire R6 | 2045 | 85.07366% | 10.05302% | 4.33962% | 0.53372% | 8.508% | 0.37% |
American Funds 2040 Trgt Date Retire R6 | 2040 | 80.31426% | 14.67916% | 4.31483% | 0.69176% | 8.209% | 0.36% |
American Funds 2035 Trgt Date Retire R6 | 2035 | 66.16948% | 28.37128% | 4.65857% | 0.80067% | 7.298% | 0.34% |
American Funds 2030 Trgt Date Retire R6 | 2030 | 57.00155% | 37.38526% | 4.78353% | 0.82968% | 6.708% | 0.33% |
American Funds 2025 Trgt Date Retire R6 | 2025 | 46.27389% | 47.81311% | 5.03903% | 0.87399% | 6.021% | 0.31% |
American Funds 2020 Trgt Date Retire R6 | 2020 | 44.74567% | 49.28099% | 5.11027% | 0.86308% | 5.93% | 0.3% |
American Funds 2015 Trgt Date Retire R6 | 2015 | 39.93026% | 53.80535% | 5.4276% | 0.8368% | 5.606% | 0.3% |
American Funds 2010 Trgt Date Retire R6 | 2010 | 39.14122% | 54.61615% | 5.45234% | 0.79027% | 5.563% | 0.29% |
T. Rowe Price Target 2065 I | 2065 | 96.74041% | 0.71382% | 1.86293% | 0.68283% | 9.263% | 0.46% |
T. Rowe Price Target 2060 I | 2060 | 96.74708% | 0.71961% | 1.85033% | 0.68297% | 9.264% | 0.46% |
T. Rowe Price Target 2055 I | 2055 | 94.97255% | 1.63555% | 2.71311% | 0.67879% | 9.128% | 0.45% |
T. Rowe Price Target 2050 I | 2050 | 91.31896% | 4.80151% | 3.21319% | 0.66633% | 8.883% | 0.44% |
T. Rowe Price Target 2045 I | 2045 | 84.02813% | 11.38134% | 3.94429% | 0.64623% | 8.394% | 0.43% |
T. Rowe Price Target 2040 I | 2040 | 74.35684% | 20.45575% | 4.567% | 0.62041% | 7.763% | 0.41% |
T. Rowe Price Target 2035 I | 2035 | 63.7804% | 30.49873% | 5.1294% | 0.59147% | 7.076% | 0.39% |
T. Rowe Price Target 2030 I | 2030 | 52.63079% | 40.65504% | 6.15439% | 0.55977% | 6.336% | 0.37% |
T. Rowe Price Target 2025 I | 2025 | 42.77196% | 49.68454% | 7.0173% | 0.52621% | 5.685% | 0.35% |
T. Rowe Price Target 2020 I | 2020 | 38.0138% | 54.05816% | 7.39886% | 0.52919% | 5.382% | 0.33% |
T. Rowe Price Target 2015 I | 2015 | 35.73458% | 56.23113% | 7.50266% | 0.53163% | 5.25% | 0.31% |
T. Rowe Price Target 2010 I | 2010 | 33.80227% | 58.02432% | 7.63745% | 0.53592% | 5.13% | 0.3% |
T. Rowe Price Target 2005 I | 2005 | 32.76712% | 58.96% | 7.73503% | 0.53782% | 5.059% | 0.3% |
Fidelity Freedom® Index 2065 Instl Prm | 2065 | 90.18537% | 9.61961% | 0.13345% | 0.06157% | 9.267% | 0.09% |
Fidelity Freedom® Index 2060 Instl Prem | 2060 | 90.18561% | 9.61932% | 0.13349% | 0.06157% | 9.277% | 0.08% |
Fidelity Freedom® Index 2055 Instl Prem | 2055 | 90.18567% | 9.61913% | 0.13363% | 0.06157% | 9.277% | 0.08% |
Fidelity Freedom® Index 2050 Instl Prem | 2050 | 90.18573% | 9.61902% | 0.13368% | 0.06157% | 9.277% | 0.08% |
Fidelity Freedom® Index 2045 Instl Prem | 2045 | 90.18571% | 9.61901% | 0.13371% | 0.06157% | 9.277% | 0.08% |
Fidelity Freedom® Index 2040 Instl Prem | 2040 | 83.21609% | 16.51938% | 0.20752% | 0.057% | 8.822% | 0.08% |
Fidelity Freedom® Index 2035 Instl Prem | 2035 | 68.87014% | 30.73704% | 0.3452% | 0.04762% | 7.884% | 0.08% |
Fidelity Freedom® Index 2030 Instl Prem | 2030 | 59.22041% | 40.32768% | 0.41066% | 0.04124% | 7.255% | 0.08% |
Fidelity Freedom® Index 2025 Instl Prem | 2025 | 52.67522% | 46.84364% | 0.44426% | 0.03689% | 6.828% | 0.08% |
Fidelity Freedom® Index 2020 Instl Prem | 2020 | 44.48348% | 52.64031% | 2.84477% | 0.03145% | 6.212% | 0.08% |
Fidelity Freedom® Index 2015 Instl Prem | 2015 | 35.23472% | 59.08834% | 5.6517% | 0.02525% | 5.512% | 0.08% |
Fidelity Freedom® Index 2010 Instl Prem | 2010 | 25.97458% | 65.55685% | 8.44952% | 0.01906% | 4.813% | 0.08% |
Fidelity Freedom® Index 2005 Instl Prem | 2005 | 19.39% | 80.61% | 0.00% | 0.00% | 4.68% | 0.08% |
Fidelity Freedom® Index Inc Instl Prem | Retirement Income | 19.34325% | 70.32329% | 10.31884% | 0.01462% | 4.316% | 0.08% |
To determine your anticipated retirement year, refer to the table below:
Name | Years to Retirement | Birth Year | Current Age | Retirement Year at Age 65 |
---|---|---|---|---|
IFA Optimized Target Date 2065 | About 40 More Years | ≥ 1998 | ≤ 27 | ≥ 2063 |
IFA Optimized Target Date 2060 | About 35 More Years | 1993 to 1997 | 28 to 32 | 2058 to 2062 |
IFA Optimized Target Date 2055 | About 30 More Years | 1988 to 1992 | 33 to 37 | 2053 to 2057 |
IFA Optimized Target Date 2050 | About 25 More Years | 1983 to 1987 | 38 to 42 | 2048 to 2052 |
IFA Optimized Target Date 2045 | About 20 More Years | 1978 to 1982 | 43 to 47 | 2043 to 2047 |
IFA Optimized Target Date 2040 | About 15 More Years | 1973 to 1977 | 48 to 52 | 2038 to 2042 |
IFA Optimized Target Date 2035 | About 10 More Years | 1968 to 1972 | 53 to 57 | 2033 to 2037 |
IFA Optimized Target Date 2030 | About 5 More Years | 1963 to 1967 | 58 to 62 | 2028 to 2032 |
IFA Optimized Target Date 2025 | In Retirement | 1958 to 1962 | 63 to 67 | 2023 to 2027 |
IFA Optimized Target Date 2020 | In Retirement | 1953 to 1957 | 68 to 72 | 2018 to 2022 |
IFA Optimized Target Date 2015 | In Retirement | 1948 to 1952 | 73 to 77 | 2013 to 2017 |
IFA Optimized Target Date 2010 | In Retirement | 1943 to 1947 | 78 to 82 | 2008 to 2012 |
IFA Optimized Target Date Retirement | In Retirement | ≤ 1942 | ≥ 83 | ≤ 2007 |