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Retirement Planning For Dummies
book

Retirement Planning For Dummies

by Matthew Krantz
February 2020
Beginner
352 pages
9h 12m
English
For Dummies
Content preview from Retirement Planning For Dummies

Chapter 12

Fine-Tuning Your Asset Allocation

IN THIS CHAPTER

Bullet Customizing your portfolio beyond a target-date fund

Bullet Knowing the characteristics of subcategories of stocks and bonds

Bullet Understanding the risks and opportunities of international investing

Bullet Getting up-to-date with ESG investing

Opening a retirement account, vowing to regularly put ample money in, and choosing a target-date fund with a reputable provider are as much effort most people want to expend when making a retirement plan.

However, other people want to do more. Some retirees are interested in personal finance and would like to boost their knowledge and play a more active role in building a perfect and unique retirement plan. Others think they can build a better portfolio than an off-the-shelf target-date fund. And some people are in a situation that calls for a more customized portfolio. If any of these people sound like you, you’ve come to the right chapter.

In this chapter, you discover some of the limitations of target-date funds and what they might leave out in the name of simplicity. You know stocks and bonds are ...

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Publisher Resources

ISBN: 9781119627579Purchase book