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In this excerpt of his ebook, Ron Surz gives clients a brief history of target date funds and shows why TDFs privilege profit over retiree safety. He then offers strategy on how to incorporate the target date idea in a safe portfolio.
Lawmakers have asked the Government Accountability Office to conduct a review of target-date funds around risk exposure, private equity ambiguity, fee structures and more. Why might these popular 401(k) default investment options need reform—and will they get it?
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