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3 Target-Date Series for an IRA

Here's why target date funds can be excellent choices for an IRA.

Jason Kephart, CFA, Susan Dziubinski

Feb 23, 2021

Susan Dziubinski: Hi. I'm Susan Dziubinski with Morningstar. Investors have until April 15 to make an IRA contribution if they want it to count toward tax-year 2020. Should you consider a target-date fund for your IRA? Perhaps you should. Joining me today to talk about how target-date funds can work within IRAs and to share a few of his favorite target-date series is Jason Kephart. Jason is a strategist in Morningstar’s multi-asset manager research team.

Hi, Jason. Thanks for being here today.

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