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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% |
| |
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% |
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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 | $77.7K | $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 | $232K | $230K | $232K | $231K | $234K | $231K | $227K | $231K | $231K |
7 | 2032 | 32 | $283K | $280K | $283K | $281K | $284K | $281K | $275K | $280K | $280K |
8 | 2033 | 33 | $338K | $335K | $338K | $336K | $340K | $337K | $327K | $335K | $335K |
9 | 2034 | 34 | $400K | $396K | $400K | $398K | $403K | $398K | $386K | $396K | $396K |
10 | 2035 | 35 | $469K | $463K | $469K | $466K | $472K | $466K | $450K | $463K | $463K |
11 | 2036 | 36 | $545K | $537K | $545K | $541K | $549K | $541K | $520K | $537K | $537K |
12 | 2037 | 37 | $629K | $619K | $629K | $625K | $633K | $624K | $598K | $618K | $620K |
13 | 2038 | 38 | $722K | $710K | $722K | $717K | $726K | $716K | $683K | $708K | $710K |
14 | 2039 | 39 | $825K | $810K | $825K | $819K | $829K | $818K | $777K | $807K | $810K |
15 | 2040 | 40 | $938K | $920K | $938K | $931K | $943K | $930K | $879K | $916K | $921K |
16 | 2041 | 41 | $1.06M | $1.04M | $1.06M | $1.05M | $1.07M | $1.05M | $992K | $1.03M | $1.04M |
17 | 2042 | 42 | $1.19M | $1.17M | $1.19M | $1.19M | $1.20M | $1.19M | $1.11M | $1.16M | $1.18M |
18 | 2043 | 43 | $1.34M | $1.32M | $1.34M | $1.33M | $1.35M | $1.34M | $1.25M | $1.30M | $1.32M |
19 | 2044 | 44 | $1.50M | $1.48M | $1.50M | $1.49M | $1.52M | $1.50M | $1.40M | $1.46M | $1.49M |
20 | 2045 | 45 | $1.68M | $1.66M | $1.68M | $1.67M | $1.70M | $1.68M | $1.56M | $1.63M | $1.66M |
21 | 2046 | 46 | $1.88M | $1.85M | $1.87M | $1.84M | $1.89M | $1.87M | $1.73M | $1.81M | $1.86M |
22 | 2047 | 47 | $2.10M | $2.05M | $2.07M | $2.03M | $2.11M | $2.08M | $1.92M | $2.00M | $2.07M |
23 | 2048 | 48 | $2.34M | $2.28M | $2.29M | $2.24M | $2.34M | $2.31M | $2.13M | $2.21M | $2.31M |
24 | 2049 | 49 | $2.60M | $2.52M | $2.54M | $2.47M | $2.59M | $2.56M | $2.36M | $2.44M | $2.57M |
25 | 2050 | 50 | $2.90M | $2.81M | $2.82M | $2.73M | $2.89M | $2.84M | $2.62M | $2.70M | $2.87M |
26 | 2051 | 51 | $3.22M | $3.10M | $3.11M | $2.99M | $3.20M | $3.14M | $2.90M | $2.98M | $3.18M |
27 | 2052 | 52 | $3.56M | $3.42M | $3.42M | $3.27M | $3.53M | $3.47M | $3.21M | $3.27M | $3.53M |
28 | 2053 | 53 | $3.94M | $3.78M | $3.76M | $3.58M | $3.90M | $3.82M | $3.54M | $3.59M | $3.90M |
29 | 2054 | 54 | $4.36M | $4.16M | $4.13M | $3.91M | $4.30M | $4.21M | $3.90M | $3.94M | $4.32M |
30 | 2055 | 55 | $4.81M | $4.57M | $4.54M | $4.26M | $4.74M | $4.63M | $4.29M | $4.31M | $4.76M |
31 | 2056 | 56 | $5.27M | $5.01M | $4.94M | $4.61M | $5.19M | $5.05M | $4.68M | $4.68M | $5.21M |
32 | 2057 | 57 | $5.76M | $5.47M | $5.38M | $4.99M | $5.67M | $5.51M | $5.09M | $5.09M | $5.69M |
33 | 2058 | 58 | $6.29M | $5.98M | $5.85M | $5.40M | $6.20M | $6.00M | $5.54M | $5.52M | $6.21M |
34 | 2059 | 59 | $6.87M | $6.52M | $6.36M | $5.83M | $6.77M | $6.53M | $6.03M | $5.98M | $6.78M |
35 | 2060 | 60 | $7.50M | $7.11M | $6.91M | $6.29M | $7.39M | $7.11M | $6.55M | $6.48M | $7.39M |
36 | 2061 | 61 | $8.12M | $7.72M | $7.45M | $6.74M | $8.00M | $7.70M | $7.07M | $6.98M | $8.01M |
37 | 2062 | 62 | $8.79M | $8.37M | $8.03M | $7.21M | $8.67M | $8.34M | $7.64M | $7.50M | $8.67M |
38 | 2063 | 63 | $9.51M | $9.07M | $8.65M | $7.71M | $9.38M | $9.03M | $8.24M | $8.06M | $9.39M |
39 | 2064 | 64 | $10.29M | $9.83M | $9.31M | $8.24M | $10.15M | $9.77M | $8.88M | $8.65M | $10.16M |
40 | 2065 | 65 | $10.37M | $9.91M | $9.32M | $8.19M | $10.22M | $9.83M | $8.90M | $8.64M | $10.23M |
41 | 2066 | 66 | $10.39M | $9.93M | $9.29M | $8.08M | $10.20M | $9.85M | $8.87M | $8.58M | $10.27M |
42 | 2067 | 67 | $10.40M | $9.95M | $9.25M | $7.97M | $10.18M | $9.87M | $8.83M | $8.51M | $10.30M |
43 | 2068 | 68 | $10.42M | $9.96M | $9.22M | $7.86M | $10.17M | $9.88M | $8.80M | $8.45M | $10.34M |
44 | 2069 | 69 | $10.44M | $9.98M | $9.18M | $7.76M | $10.15M | $9.90M | $8.77M | $8.39M | $10.38M |
45 | 2070 | 70 | $10.46M | $10.00M | $9.15M | $7.65M | $10.13M | $9.92M | $8.74M | $8.32M | $10.41M |
46 | 2071 | 71 | $10.44M | $9.93M | $9.09M | $7.55M | $10.10M | $9.90M | $8.69M | $8.24M | $10.39M |
47 | 2072 | 72 | $10.42M | $9.87M | $9.04M | $7.45M | $10.06M | $9.87M | $8.65M | $8.16M | $10.37M |
48 | 2073 | 73 | $10.40M | $9.80M | $8.98M | $7.35M | $10.03M | $9.85M | $8.61M | $8.08M | $10.35M |
49 | 2074 | 74 | $10.38M | $9.73M | $8.93M | $7.25M | $10.00M | $9.83M | $8.57M | $7.99M | $10.33M |
50 | 2075 | 75 | $10.36M | $9.67M | $8.87M | $7.15M | $9.97M | $9.81M | $8.53M | $7.91M | $10.31M |
51 | 2076 | 76 | $10.31M | $9.57M | $8.82M | $7.05M | $9.92M | $9.75M | $8.46M | $7.83M | $10.23M |
52 | 2077 | 77 | $10.25M | $9.47M | $8.76M | $6.96M | $9.87M | $9.69M | $8.40M | $7.74M | $10.14M |
53 | 2078 | 78 | $10.20M | $9.38M | $8.71M | $6.86M | $9.81M | $9.63M | $8.33M | $7.65M | $10.06M |
54 | 2079 | 79 | $10.14M | $9.28M | $8.66M | $6.77M | $9.76M | $9.58M | $8.27M | $7.57M | $9.98M |
55 | 2080 | 80 | $10.09M | $9.19M | $8.61M | $6.67M | $9.71M | $9.52M | $8.20M | $7.49M | $9.90M |
56 | 2081 | 81 | $10.03M | $9.10M | $8.55M | $6.52M | $9.63M | $9.46M | $8.13M | $7.39M | $9.76M |
57 | 2082 | 82 | $9.97M | $9.00M | $8.50M | $6.36M | $9.55M | $9.41M | $8.06M | $7.30M | $9.63M |
58 | 2083 | 83 | $9.91M | $8.91M | $8.45M | $6.21M | $9.47M | $9.35M | $7.99M | $7.22M | $9.49M |
59 | 2084 | 84 | $9.85M | $8.82M | $8.40M | $6.07M | $9.40M | $9.30M | $7.93M | $7.13M | $9.36M |
60 | 2085 | 85 | $9.79M | $8.73M | $8.35M | $5.93M | $9.32M | $9.24M | $7.86M | $7.04M | $9.23M |
61 | 2086 | 86 | $9.73M | $8.65M | $8.30M | $5.79M | $9.24M | $9.19M | $7.79M | $6.95M | $9.08M |
62 | 2087 | 87 | $9.67M | $8.56M | $8.25M | $5.65M | $9.17M | $9.13M | $7.72M | $6.86M | $8.93M |
63 | 2088 | 88 | $9.61M | $8.47M | $8.20M | $5.52M | $9.09M | $9.08M | $7.66M | $6.77M | $8.79M |
64 | 2089 | 89 | $9.55M | $8.39M | $8.15M | $5.39M | $9.02M | $9.03M | $7.59M | $6.69M | $8.65M |
65 | 2090 | 90 | $9.49M | $8.30M | $8.10M | $5.26M | $8.95M | $8.97M | $7.53M | $6.60M | $8.51M |
66 | 2091 | 91 | $9.44M | $8.22M | $8.05M | $5.14M | $8.87M | $8.92M | $7.46M | $6.52M | $8.36M |
67 | 2092 | 92 | $9.38M | $8.13M | $8.00M | $5.02M | $8.80M | $8.87M | $7.40M | $6.43M | $8.21M |
68 | 2093 | 93 | $9.32M | $8.05M | $7.95M | $4.90M | $8.73M | $8.81M | $7.33M | $6.35M | $8.06M |
69 | 2094 | 94 | $9.27M | $7.97M | $7.90M | $4.79M | $8.66M | $8.76M | $7.27M | $6.27M | $7.92M |
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 | 94.55568% | 1.01628% | 3.36379% | 1.06425% | 9.438% | 0.09% |
IFA Optimized Target Date 2060 | 2060 | 94.64639% | 1.02498% | 3.28595% | 1.04269% | 9.447% | 0.09% |
IFA Optimized Target Date 2055 | 2055 | 93.91673% | 1.64855% | 3.14828% | 1.28644% | 9.404% | 0.09% |
IFA Optimized Target Date 2050 | 2050 | 88.95513% | 5.7027% | 2.83908% | 2.50309% | 9.093% | 0.09% |
IFA Optimized Target Date 2045 | 2045 | 89.29439% | 9.71638% | 0.92082% | 0.06841% | 9.192% | 0.08% |
IFA Optimized Target Date 2040 | 2040 | 81.4516% | 17.58558% | 0.9002% | 0.06262% | 8.683% | 0.08% |
IFA Optimized Target Date 2035 | 2035 | 69.33287% | 28.79399% | 1.8278% | 0.04536% | 7.863% | 0.08% |
IFA Optimized Target Date 2030 | 2030 | 58.58714% | 39.16368% | 2.21155% | 0.03762% | 7.151% | 0.08% |
IFA Optimized Target Date 2025 | 2025 | 49.83941% | 48.02458% | 2.08875% | 0.04726% | 6.586% | 0.08% |
IFA Optimized Target Date 2020 | 2020 | 43.4412% | 54.42428% | 2.10028% | 0.03423% | 6.17% | 0.08% |
IFA Optimized Target Date 2015 | 2015 | 38.78267% | 57.72338% | 3.47077% | 0.02316% | 5.819% | 0.08% |
IFA Optimized Target Date 2010 | 2010 | 36.56226% | 59.26937% | 1.37219% | 2.79618% | 5.739% | 0.09% |
IFA Optimized Target Retirement Income | Retirement Income | 36.56226% | 59.26937% | 1.37219% | 2.79618% | 5.739% | 0.09% |
Vanguard Target Retirement 2065 Inv | 2065 | 89.6109% | 8.33209% | 1.98794% | 0.06908% | 9.175% | 0.08% |
Vanguard Target Retirement 2060 Inv | 2060 | 89.64388% | 8.34887% | 1.93818% | 0.06907% | 9.179% | 0.08% |
Vanguard Target Retirement 2055 Inv | 2055 | 89.6446% | 8.34235% | 1.94402% | 0.06902% | 9.179% | 0.08% |
Vanguard Target Retirement 2050 Inv | 2050 | 89.63895% | 8.3456% | 1.94656% | 0.06889% | 9.178% | 0.08% |
Vanguard Target Retirement 2045 Inv | 2045 | 82.20538% | 15.92818% | 1.80141% | 0.06503% | 8.7% | 0.08% |
Vanguard Target Retirement 2040 Inv | 2040 | 74.79207% | 23.52076% | 1.62611% | 0.06106% | 8.225% | 0.08% |
Vanguard Target Retirement 2035 Inv | 2035 | 67.34218% | 31.13784% | 1.46252% | 0.05747% | 7.746% | 0.08% |
Vanguard Target Retirement 2030 Inv | 2030 | 59.81891% | 38.7383% | 1.38786% | 0.05492% | 7.26% | 0.08% |
Vanguard Target Retirement 2025 Inv | 2025 | 49.83941% | 48.02458% | 2.08875% | 0.04726% | 6.586% | 0.08% |
Vanguard Target Retirement 2020 Inv | 2020 | 35.83245% | 61.68961% | 2.43892% | 0.03902% | 5.664% | 0.08% |
Vanguard Target Retirement Income Inv | Retirement Income | 30.45187% | 66.86908% | 2.64313% | 0.03592% | 5.307% | 0.08% |
BlackRock LifePath® Index 2065 K | 2065 | 94.55568% | 1.01628% | 3.36379% | 1.06425% | 9.438% | 0.09% |
BlackRock LifePath® Index 2060 K | 2060 | 94.64639% | 1.02498% | 3.28595% | 1.04269% | 9.447% | 0.09% |
BlackRock LifePath® Index 2055 K | 2055 | 93.91673% | 1.64855% | 3.14828% | 1.28644% | 9.404% | 0.09% |
BlackRock LifePath® Index 2050 K | 2050 | 88.95513% | 5.7027% | 2.83908% | 2.50309% | 9.093% | 0.09% |
BlackRock LifePath® Index 2045 K | 2045 | 79.69277% | 13.82646% | 2.33153% | 4.14924% | 8.508% | 0.09% |
BlackRock LifePath® Index 2040 K | 2040 | 70.80132% | 24.17964% | 1.65239% | 3.36664% | 7.954% | 0.09% |
BlackRock LifePath® Index 2035 K | 2035 | 60.32004% | 35.76639% | 1.22997% | 2.6836% | 7.288% | 0.09% |
BlackRock LifePath® Index 2030 K | 2030 | 48.58914% | 47.26895% | 1.27129% | 2.87062% | 6.524% | 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 | 36.56226% | 59.26937% | 1.37219% | 2.79618% | 5.739% | 0.09% |
Dimensional 2065 Target Dt Rtr Inc Instl | 2065 | 93.91075% | 1.91696% | 4.16606% | 0.00623% | 9.238% | 0.22% |
Dimensional 2060 Target Dt Rtr Inc Instl | 2060 | 94.924% | 1.92674% | 3.14295% | 0.00631% | 9.34% | 0.22% |
Dimensional 2055 Target Dt Rtr Inc Instl | 2055 | 95.03989% | 1.92858% | 3.02523% | 0.00629% | 9.352% | 0.22% |
Dimensional 2050 Target Dt Rtr Inc Instl | 2050 | 91.1912% | 3.40284% | 5.39989% | 0.00606% | 9.028% | 0.21% |
Dimensional 2045 Target Dt Rtr Inc Instl | 2045 | 78.15358% | 9.65742% | 12.18379% | 0.00522% | 7.954% | 0.2% |
Dimensional 2040 Target Dt Rtr Inc Instl | 2040 | 64.75916% | 26.16184% | 9.07457% | 0.00443% | 7.202% | 0.19% |
Dimensional 2035 Target Dt Rtr Inc Instl | 2035 | 51.88818% | 42.11092% | 5.99736% | 0.00355% | 6.483% | 0.18% |
Dimensional 2030 Target Dt Rtr Inc Instl | 2030 | 37.4741% | 59.31342% | 3.20992% | 0.00256% | 5.653% | 0.17% |
Dimensional 2025 Target Dt Rtr Inc Instl | 2025 | 25.08901% | 74.61687% | 0.29244% | 0.00167% | 4.961% | 0.16% |
Dimensional 2020 Target Dt Rtr Inc Instl | 2020 | 25.19744% | 74.45436% | 0.34649% | 0.00168% | 4.946% | 0.18% |
Dimensional 2015 Target Dt Rtr Inc Instl | 2015 | 24.61166% | 75.13696% | 0.24974% | 0.00163% | 4.921% | 0.17% |
Dimensional Retirement Income Instl | Retirement Income | 20.24964% | 58.39457% | 21.35443% | 0.00136% | 3.889% | 0.18% |
Schwab Target 2065 Index | 2065 | 96.53949% | 2.54114% | 0.85264% | 0.06674% | 9.665% | 0.08% |
Schwab Target 2060 Index | 2060 | 94.63846% | 4.5139% | 0.78255% | 0.06509% | 9.544% | 0.08% |
Schwab Target 2055 Index | 2055 | 92.59115% | 6.44497% | 0.90051% | 0.06336% | 9.407% | 0.08% |
Schwab Target 2050 Index | 2050 | 89.74751% | 9.18975% | 1.00176% | 0.06097% | 9.219% | 0.08% |
Schwab Target 2045 Index | 2045 | 84.618% | 14.10038% | 1.22488% | 0.05673% | 8.877% | 0.08% |
Schwab Target 2040 Index | 2040 | 77.72744% | 20.7995% | 1.42152% | 0.05154% | 8.423% | 0.08% |
Schwab Target 2035 Index | 2035 | 69.33287% | 28.79399% | 1.8278% | 0.04536% | 7.863% | 0.08% |
Schwab Target 2030 Index | 2030 | 58.58714% | 39.16368% | 2.21155% | 0.03762% | 7.151% | 0.08% |
Schwab Target 2025 Index | 2025 | 43.92565% | 53.47325% | 2.57367% | 0.02742% | 6.185% | 0.08% |
Schwab Target 2020 Index | 2020 | 41.94942% | 55.34241% | 2.68264% | 0.02552% | 6.053% | 0.08% |
Schwab Target 2015 Index | 2015 | 38.78267% | 57.72338% | 3.47077% | 0.02316% | 5.819% | 0.08% |
Schwab Target 2010 Index | 2010 | 34.40248% | 61.57766% | 3.99952% | 0.02033% | 5.516% | 0.08% |
Principal LifeTime Hybrid 2065 Instl | 2065 | 95.59621% | 3.65362% | 0.70403% | 0.04613% | 9.309% | 0.38% |
Principal LifeTime Hybrid 2060 Instl | 2060 | 95.67673% | 3.6428% | 0.63417% | 0.0463% | 9.317% | 0.38% |
Principal LifeTime Hybrid 2055 Instl | 2055 | 95.67179% | 3.59039% | 0.69213% | 0.04569% | 9.314% | 0.38% |
Principal LifeTime Hybrid 2050 Instl | 2050 | 94.32378% | 4.97863% | 0.64584% | 0.05176% | 9.228% | 0.38% |
Principal LifeTime Hybrid 2045 Instl | 2045 | 87.166% | 12.13673% | 0.6279% | 0.06937% | 8.774% | 0.37% |
Principal LifeTime Hybrid 2040 Instl | 2040 | 78.30019% | 20.9866% | 0.64362% | 0.06959% | 8.207% | 0.36% |
Principal LifeTime Hybrid 2035 Instl | 2035 | 66.73946% | 32.64013% | 0.54084% | 0.07958% | 7.479% | 0.34% |
Principal LifeTime Hybrid 2030 Instl | 2030 | 58.16286% | 46.82878% | -5.09311% | 0.10149% | 7.119% | 0.34% |
Principal LifeTime Hybrid 2025 Instl | 2025 | 49.2433% | 56.79639% | -6.16178% | 0.12211% | 6.566% | 0.35% |
Principal LifeTime Hybrid 2020 Instl | 2020 | 42.58144% | 64.14944% | -6.85772% | 0.12685% | 6.148% | 0.36% |
Principal LifeTime Hybrid 2015 Instl | 2015 | 36.04791% | 71.4678% | -7.6486% | 0.13293% | 5.751% | 0.36% |
Principal LifeTime Hybrid Income Instl | Retirement Income | 36.15251% | 71.2612% | -7.53641% | 0.12273% | 5.754% | 0.36% |
American Funds 2065 Trgt Date Retire R6 | 2065 | 86.9314% | 8.28523% | 4.12219% | 0.66119% | 8.616% | 0.39% |
American Funds 2060 Trgt Date Retire R6 | 2060 | 86.96891% | 8.26817% | 4.10315% | 0.65978% | 8.619% | 0.39% |
American Funds 2055 Trgt Date Retire R6 | 2055 | 86.85163% | 8.34327% | 4.15114% | 0.65397% | 8.61% | 0.39% |
American Funds 2050 Trgt Date Retire R6 | 2050 | 85.86475% | 9.21451% | 4.19343% | 0.72731% | 8.564% | 0.37% |
American Funds 2045 Trgt Date Retire R6 | 2045 | 84.42183% | 10.53511% | 4.25447% | 0.78859% | 8.469% | 0.37% |
American Funds 2040 Trgt Date Retire R6 | 2040 | 79.33673% | 15.56281% | 4.23186% | 0.86859% | 8.149% | 0.36% |
American Funds 2035 Trgt Date Retire R6 | 2035 | 65.54055% | 28.68625% | 4.86254% | 0.91064% | 7.25% | 0.34% |
American Funds 2030 Trgt Date Retire R6 | 2030 | 56.04712% | 38.08591% | 4.96524% | 0.90173% | 6.639% | 0.33% |
American Funds 2025 Trgt Date Retire R6 | 2025 | 45.85929% | 47.88086% | 5.35636% | 0.90348% | 5.983% | 0.31% |
American Funds 2020 Trgt Date Retire R6 | 2020 | 44.12359% | 49.43739% | 5.50567% | 0.93334% | 5.875% | 0.3% |
American Funds 2015 Trgt Date Retire R6 | 2015 | 39.57434% | 53.40771% | 6.11103% | 0.90692% | 5.558% | 0.3% |
American Funds 2010 Trgt Date Retire R6 | 2010 | 38.27049% | 54.33413% | 6.50715% | 0.88823% | 5.47% | 0.29% |
T. Rowe Price Target 2065 I | 2065 | 96.04371% | 0.90186% | 2.47838% | 0.57603% | 9.196% | 0.46% |
T. Rowe Price Target 2060 I | 2060 | 96.04289% | 0.89408% | 2.48308% | 0.57994% | 9.196% | 0.46% |
T. Rowe Price Target 2055 I | 2055 | 94.13692% | 1.77777% | 3.51623% | 0.56908% | 9.046% | 0.45% |
T. Rowe Price Target 2050 I | 2050 | 90.28792% | 5.23932% | 3.90382% | 0.56894% | 8.792% | 0.44% |
T. Rowe Price Target 2045 I | 2045 | 82.49509% | 12.20922% | 4.72375% | 0.57196% | 8.267% | 0.43% |
T. Rowe Price Target 2040 I | 2040 | 72.65812% | 21.4522% | 5.32785% | 0.56183% | 7.626% | 0.41% |
T. Rowe Price Target 2035 I | 2035 | 61.8625% | 31.56062% | 6.02619% | 0.5507% | 6.92% | 0.39% |
T. Rowe Price Target 2030 I | 2030 | 50.875% | 41.85199% | 6.73263% | 0.54039% | 6.201% | 0.37% |
T. Rowe Price Target 2025 I | 2025 | 41.41663% | 50.99342% | 7.06322% | 0.52674% | 5.595% | 0.35% |
T. Rowe Price Target 2020 I | 2020 | 36.99369% | 55.02563% | 7.43979% | 0.5409% | 5.314% | 0.33% |
T. Rowe Price Target 2015 I | 2015 | 35.05994% | 56.87269% | 7.51929% | 0.5481% | 5.206% | 0.31% |
T. Rowe Price Target 2010 I | 2010 | 33.10608% | 58.71602% | 7.62092% | 0.55697% | 5.085% | 0.3% |
T. Rowe Price Target 2005 I | 2005 | 32.11332% | 59.62922% | 7.68542% | 0.57205% | 5.018% | 0.3% |
Fidelity Freedom® Index 2065 Instl Prm | 2065 | 89.29452% | 9.7163% | 0.92077% | 0.06841% | 9.182% | 0.09% |
Fidelity Freedom® Index 2060 Instl Prem | 2060 | 89.29455% | 9.71637% | 0.92067% | 0.06841% | 9.192% | 0.08% |
Fidelity Freedom® Index 2055 Instl Prem | 2055 | 89.29448% | 9.71638% | 0.92074% | 0.06841% | 9.192% | 0.08% |
Fidelity Freedom® Index 2050 Instl Prem | 2050 | 89.2944% | 9.71639% | 0.9208% | 0.06841% | 9.192% | 0.08% |
Fidelity Freedom® Index 2045 Instl Prem | 2045 | 89.29439% | 9.71638% | 0.92082% | 0.06841% | 9.192% | 0.08% |
Fidelity Freedom® Index 2040 Instl Prem | 2040 | 81.4516% | 17.58558% | 0.9002% | 0.06262% | 8.683% | 0.08% |
Fidelity Freedom® Index 2035 Instl Prem | 2035 | 66.98003% | 32.10431% | 0.8638% | 0.05186% | 7.743% | 0.08% |
Fidelity Freedom® Index 2030 Instl Prem | 2030 | 58.20312% | 40.91669% | 0.83488% | 0.04532% | 7.174% | 0.08% |
Fidelity Freedom® Index 2025 Instl Prem | 2025 | 51.72981% | 47.42099% | 0.80875% | 0.04044% | 6.754% | 0.08% |
Fidelity Freedom® Index 2020 Instl Prem | 2020 | 43.4412% | 54.42428% | 2.10028% | 0.03423% | 6.17% | 0.08% |
Fidelity Freedom® Index 2015 Instl Prem | 2015 | 34.34177% | 62.15737% | 3.47347% | 0.02738% | 5.531% | 0.08% |
Fidelity Freedom® Index 2010 Instl Prem | 2010 | 25.18927% | 69.94882% | 4.84139% | 0.02051% | 4.888% | 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 | 19.37091% | 74.96445% | 5.64851% | 0.01613% | 4.481% | 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 |