A system for implementing an investment methodology that uses expertly managed funds to automatically manage the investments in a retirement account to take into account various investor information, including the investor age, beneficiary status information, projected retirement plans, among others. The methodology allows use of target-date age-based funds, fixed risk/return funds, or both in a manner that can accommodate not only the investor's retirement plans and status, but also the status of the investor's beneficiaries. Also, the system can automatically implement dollar cost averaging for moving or otherwise purchasing investments in funds.
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