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Pick Your Ideal Risk-Return Balance and Find Funds That Fit Your Goals (.pdf)This table details how and when to use retirement-savings accounts that are right for you. Samples are given for four portfolio sizes ($25,000; $100,000; $300,000; and $1 million) with three volatility levels (low, medium, and high). Included are specific funds that fit each scenario and phone numbers for contacting each fund.
To preserve the formatting and detail of this table as it appeared in the
magazine, it has been saved in Adobe's Acrobat portable document file (.pdf) format. So it must be downloaded, then viewed with the Adobe Acrobat Reader (version 3.0 or higher is required).
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Updated August 19, 1999 by bwwebmaster
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