If you will live for X years after retirement and the estimated return for your investment portfolio is 5% annually at that time, how will you decide your retirement plan? You should first think about...

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If you will live for X years after retirement and the estimated return for your investment portfolio is 5% annually at that time, how will you decide your retirement plan? You should first think about how many years you will live, how much money you will spend yearly after retirement, and how your investment style is, such as risk averse or risk taking. Then, you set your investment objective and decide your retirement age. Finally, try to form your portfolio by selecting funds from either “Fidelity 401(k) plan” or “Hines 401(k) plan” and allocating your assets, and to evaluate your possible returns and risk. There are no fixed rules for the choice of your portfolio. However, you will not benefit by only investing in one or two funds.

Will your portfolio achieve your target by the age of retirement?

Answered Same DayJul 11, 2022

Answer To: If you will live for X years after retirement and the estimated return for your investment portfolio...

Rochak answered on Jul 12 2022
20 Votes
Sheet1
    Number of years I will live after retirement    20
    Yearly spending after retirement    $120,000

    Investment Style    Risk Taking
    Return on portfolio during retirement    5%
    Money needed at the time of retirement    $1,495,465
    Investment Objective
    1. To approximately have all the money needed...
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