Sentence examples for expected retirement date from inspiring English sources

For employees, the funds appear very straightforward, requiring only the choice of an expected retirement date.

Target-date funds, which follow a programmed strategy based on the investor's expected retirement date, have become extremely popular since the early 2000s.

Mr. Benna predicted that over the next few years, so-called target-date or lifestyle funds, which base asset allocations on an investor's expected retirement date, could grow to up to 75percentt of 401(k) assets.

The allocation gradually shifts from a stock-heavy portfolio in the early years to add more bonds by the target date, which for many 401(k) participants should be near their expected retirement date.

This group is ill-equipped to make the adjustments now being forced on them, especially when many have made changes to hours and incomes based on their fast-approaching expected retirement date.

Investors select a fund with a target date that closely corresponds to their expected retirement date.

If you have a spreadsheet of expected retirement expenses, make sure family expenses are included.

Workers and employers still expect retirement to start at 65, if not sooner.

In case of a technological change, workers are expected to advance their retirement date but only if they suffer a drop in their productivity.

Traditionally, many lenders would only grant a mortgage up to an individual's planned retirement date – so for someone aged 45 who expects to retire at 67, that meant a maximum mortgage term of 22 years.

Many mortgage lenders will only grant a mortgage up to an individual's planned retirement date, so for someone aged 45 who expects to retire at 67, the maximum mortgage term might be just 22 years.