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Interesting FREE Resource / “Retirement Planning Strategies“

edited October 2020 in Other Investing
At a glance, this booklet appears to be a valuable resource for many retirement investors (in easy to read PDF format). Might be too elementary, however, for this sophisticated crowd. Possibly something one might pass on to a younger investor.

- Detracting from its value is the 2018 publication date. Dollar amounts and other regs relevant to IRAs and other plans can vary from year to year.

- There’s a section on 100 best mutual funds that looks very subjective. Many would disagree with the picks.

- There’s a comprehensive list of best target date funds by year. Again, that’s probably somewhat contentious. But, if it focuses on the lower cost funds, may be of value.

Critiques welcome.

Here


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