Retirement Strategy:
Looking Forward for You
This strategic approach can be summed up rather simply: we plan to take the planning out of retirement. The MB LifePlan™ Target Retirement Date Funds are a series of ten pooled funds designed to simplify the decisions facing individual investors.
All it takes is the right timing. Once an individual investor has determined the year in which they are most likely to retire, they simply pick one of the nine funds that most closely matches their retirement date: 2015, 2020, 2025, 2030, 2035, 2040, 2045, 2050 and the Retiree Fund.
Throughout its life, each Fund gets progressively less ‘risky’ as the retirement date approaches. The Funds sell a small portion of equity on a quarterly basis and purchase bonds and money market instruments with the proceeds. When the selected retirement date is reached, the investor’s assets transition to the Retiree Fund which has a more conservative asset mix.
To learn more about these Funds please click here.
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