Index

A

adjusting target-date funds, 233-236

age at retirement, 22-23

age requirements for IRAs, 82

American Institute of Certified Public Accountants, 87

analyzing stocks, 114

company profit potential, 114-115

high stock prices, 115-117

“Are You Saving Enough?” calculator, 16

asset allocation, 168-170

choosing funds for, 170-172

diversification and, 173-175

investment percentages, 172-173

fund manager’s role, 175

investment percentages

by age, 184-187

classic 60/40 mixture, 177-183

fear of losses, 187-193

rebalancing, 198-199

rules of thumb, 193

automatic deposits in IRAs, 73

B

back-end loads, 205

balanced funds, 157-159, 241

Ballpark Estimate calculator, 16, 28

Bear Market Rank, 154

bear markets

history of, 105

recovering from, 106

Bernstein, ...

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