Starting at Age 20 40 years of investing 405 monthly contributions Getting to a million dollars at age 60 Starting at Age 30 30 years of investing 860 monthly contributions Getting to a million dollars at age 60 ID: 718549
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Investing Part 2
When | Where | HowSlide2
Starting at Age 20
40 years of investing$405 monthly contributions
Getting to a million dollars at age 60Slide3
Starting at Age 30
30 years of investing$860 monthly contributions
Getting to a million dollars at age 60Slide4
When“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese
ProverbSlide5
When
“Timing the Market”
Dollar/Cost AveragingHigh Debt InterestSlide6
Retirement
Building Wealth
Child’s EducationSlide7
Where to start?
Brokerage
Personal AdvisorRobo-AdvisorAppSlide8
Where to start?
Employer
401-k, 403-b, TSP
Matching
LimitsSlide9
Mutual FundsSlide10
Mutual Fund ProspectusSlide11
Mutual Fund Prospectus
Mutual Fund ProspectusSlide12
Mutual Fund ProspectusSlide13
Mutual Fund ProspectusSlide14
Mutual Fund ProspectusSlide15
Mutual Fund ProspectusSlide16
StocksSlide17
BondsSlide18
Questions?