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Target Retirement Fund 2060

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  • #16




    I have a similar question and I  would appreciate an advice:

    In my fellowship, we have 401K with Fidelity and I’ve a Roth with Vanguard… Just looking at the numbers, my Fidelity account has lost money compared to Vanguard over 12 month.
    I’ve Vanguard Target retirement 2050 and Fidelity Target retirement 2045
    Any other better options at Fidelity other than the Target retirement funds??

    Thanks
    Click to expand...


    Many. Split your portfolio among 5 or 6 cate glories: LC Growth, LC Value, SC Growth, SC Value, and International. The 6th is a REIT fund. Rebalance annually. Read Simple Wealth, Inevitable Wealth.
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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    • #17
      Thank you for all the responses! I know your time is of utmost value, and I appreciate all the advice. For now, I'll just leave the Target Retirement Fund 2060 as is and focus on getting into medical school.

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