Welcome to the target date planner
Please watch the video before proceeding
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Just a few things, before we get started
You are beyond retirement age
How investments for might grow
How a target date fund might help
Choose an account to start your investment journey.
Close the help panel to continue
What is your target time horizon?
Set target date to reach your goal

Set your target value
Contribution amount Target amount
Set monthly contribution
Set lump sum contribution
Set target amount
Required monthly contribution
Target time horizon

Target value
How a target date fund might help
Things to consider before investing
Start off by entering your year of birth, choosing your goal and giving it a name
Next, use the sliders to set targets for your goal and view your investment illustration by clicking the next button
Now use these buttons to either restart, save, print or email your plan. Or hit the arrow to continue.