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“Target date funds do adjust their allocations as they glide toward a retirement date, but when you sell a share in a target date fund, you’re selling a share of the entire portfolio, not just the cash assets,” says Brian Harrison, president at SAVVI Financial in Boston. “As a result, pre-retirees may want to shift some funds out of a target date fund for those near-term cash needs to avoid risk to their principal.”
With SAVVI, you get:
- Tax-efficient retirement guidance tailored to your income and goals
- Coordination across your benefits, savings, and investments
- Guidance that helps employees retire with clarity, not guesswork
Want guidance that works for everyone? Explore retireSAVVI
Let’s talk.
Schedule a 30-minute chat
781-583-7017
sales@savvifi.com
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