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Target-date funds are supposed to manage clients' retirement or college savings based on their changing risk tolerance as they age. Unfortunately, current target-date funds are designed for death, not distribution, leaving the account too exposed to risk at the target date. Careful due diligence is needed.
First, don't panic. There are options, from switching to more conservative investments to changing beneficiaries.
The flexibility of 529 plans gives consumers plenty of options. But a little extra work is needed to find the most suitable one.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025