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Victory Capital makes retirement planning simple and accessible. We offer a full range of solutions tailored to your needs, and our Member Service Representatives are ready to guide you on how to reach your investment goals.

Save for retirement your way

Retirement planning is different for everyone. That’s why we strive to understand the unique circumstances that affect your ability to save and grow your retirement dollars. It’s your future. We’re here to help you get there.

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What is an IRA?

An individual retirement account (IRA) helps you save for retirement with tax advantages that other types of accounts may not have. Once you open an IRA, you can invest the money you contribute in a wide variety of mutual funds, including target retirement funds. Use this tool to compare a traditional IRA with a taxable account.

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When to start saving for retirement

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

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Target Retirement Funds

Target retirement funds are mutual funds that hold a diversified mix of stocks, bonds and other investments. The funds help you manage investment risk by becoming more conservative over time as you approach your target retirement date

I am
already retired
I am retiring in
2030
I am retiring in
2040
I am retiring in
2050
I am retiring in
2060
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Fund Detailsalready retired

The Retirement Income Fund currently consists of a target allocation mix of approximately 30.0% stocks, 65.0% bonds and 5.0% cash and will maintain this allocation.

Fund Details

Designed for investors already in retirement or retiring in the near future.

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Fund Details2030

The Target Retirement 2030 Fund currently consists of a target allocation mix of approximately 58.0% stocks, 41.5% bonds and 0.5% cash. As time passes the fund will automatically adjust to a more conservative mix. By the time you reach expected retirement around the year 2030 the fund will be 30% stocks, 65% bonds and 5% cash.

Fund Details

Designed for investors in the middle stages of saving for retirement and plan to retire near the year 2030.

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Fund Details2040

The Target Retirement 2040 Fund currently consists of a target allocation mix of approximately 74.0% stocks, 25.5% bonds and 0.5% cash. As time passes the fund will automatically adjust to a more conservative mix. By the time you reach expected retirement around the year 2040 the fund will be 30% stocks, 65% bonds and 5% cash.

Fund Details

Designed for investors in the early stages of saving for retirement and plan to retire near the year 2040.

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Fund Details2050

The Target Retirement 2050 Fund currently consists of a target allocation mix of approximately 84.0% stocks, 15.5% bonds and 0.5% cash. As time passes the fund will automatically adjust to a more conservative mix. By the time you reach expected retirement around the year 2050 the fund will be 30% stocks, 65% bonds and 5% cash.

Fund Details

Designed for investors in the early stages of saving for retirement and plan to retire near the year 2050.

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Fund Details2060

The Target Retirement 2060 Fund currently consists of a target allocation mix of approximately 94.0% stocks, 5.5% bonds and 0.5% cash. As time passes the fund will automatically adjust to a more conservative mix. By the time you reach expected retirement around the year 2060 the fund will be 30% stocks, 65% bonds and 5% cash.

Fund Details

Designed for investors in the very early stages of saving for retirement and plan to retire near the year 2060.

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Investment options

Victory Capital offers a wide variety of solutions designed to help you create a retirement plan that can change and evolve with your unique needs.

$50 initial investment

and automatic investment of at least $50 a mont

or
$500 initial investment

with no required automatic investments

Serving with purpose

We are proud to serve your investment needs. Our Member Service Representatives are available to provide portfolio planning, college savings services and general investment guidance. Please contact us. We’re here to help you find the right investment solutions for you, your family and your future.

Connect with Victory Capital

Contact the Relationship Managers in your region to learn more about Victory Capital. 

Connect with Victory Capital

Our Institutional Relationship Managers welcome your inquiries!