Component

description: Start by answering this brief series of questions.
suspendedMessage: This tool is not appropriate for retirement goals with such a short time horizon. You can use the Mutual Fund Research Tool to help you review and select T. Rowe Price funds appropriate for your time horizon and risk tolerance.
steps: [{"template":"I'm ##Age years old.","rtqId":"q1","summaryTemplate":"I'm ##Age<\/b> years old.","whyAsk":"Your age, in addition to your time horizon for investing and risk tolerance, is a factor we use to determine your asset allocation and recommended fund or portfolio.

If your age is automatically displayed and is incorrect, please call 855-434-9918 weekdays between 8 a.m. and 8 p.m. for assistance.","questions":[{"id":"Age","type":"Number","answer":{"validations":[{"type":"minValue","criteria":18,"errorMsg":"You must be 18 years old or older to open this account"},{"type":"maxValue","criteria":115,"errorMsg":"Age should be between 18 and 115 years"},{"type":"required","errorMsg":"Please enter your Age"}],"guidance":"18 to 115"}}]},{"template":"What is your goal for this investment?","rtqId":"q2","whyAsk":"

Retirement Goal: investing for the purpose of accumulating assets to be used during retirement.<\/p>\n

General Investment Goal: investing for the purpose of accumulating assets and/or generating income to be used for a goal other than retirement.<\/p>","questions":[{"id":"Goal","type":"Option","answer":{"options":[{"id":"A","text":"Retirement Goal","summaryText":"My goal for this investment is Retirement<\/b>."},{"id":"B","text":"General Investment Goal","summaryText":" My goal for this investment is General Investment<\/b>."}]}}]},{"template":"My proposed investment is ##HowMuch .","rtqId":"q3","summaryTemplate":"My proposed investment is ##HowMuch<\/b>.","whyAsk":"Your investment amount is used to determine eligibility for different kinds of investment allocation recommendations, i.e., a multi-fund portfolio recommendation requires a stated investment amount of $50,000 or more; a single fund recommendation requires a stated investment amount of $1,000 or more for a retirement goal or $2,500 or more for a general investment goal.","questions":[{"id":"HowMuch","type":"Currency","answerForRetirementGoal":{"validations":[{"type":"minValue","criteria":1000,"errorMsg":"Min. $1,000"},{"type":"maxValue","criteria":10000000,"errorMsg":"Maximum Investment $10,000,000"},{"type":"required","errorMsg":"Investment required"}],"guidance":"Min. $1,000"},"answerForGeneralInvestmentGoal":{"validations":[{"type":"minValue","criteria":2500,"errorMsg":"Min. $2,500"},{"type":"maxValue","criteria":10000000,"errorMsg":"Maximum Investment $10,000,000"},{"type":"required","errorMsg":"Investment required"}],"guidance":"Min. $2,500"}}]},{"template":"What type of investment recommendation do you want?","rtqId":"q4","whyAsk":"","questions":[{"id":"FundType","type":"Option","answer":{"options":[{"id":"A","text":"I want a recommendation for a T. Rowe Price Retirement Fund based on my age and expected retirement date in my 60s that will automatically adjust to be more conservative over time.","summaryText":"

The type of investment recommendation I want:<\/div>\n
A single mutual fund based on my age and expected retirement date in my 60s that has a mix of stocks and bonds that will automatically adjust to be more conservative over time.<\/b><\/div>"},{"id":"B","text":"I want a recommendation for a single mutual fund that aligns with my risk tolerance and time horizon and has a mix of stocks and bonds that remains the same over time.","summaryText":"
The type of investment recommendation I want:<\/div>\n
A single mutual fund that aligns with my risk tolerance and time horizon and has a mix of stocks and bonds that remains the same over time.<\/b><\/div>"},{"id":"C","text":"I want a recommendation for a portfolio of mutual funds that aligns with my risk tolerance and time horizon and has a set of funds that remains the same over time.","summaryText":"
The type of investment recommendation I want:<\/div>\n
A portfolio of mutual funds that aligns with my risk tolerance and time horizon and has a set of funds that remains the same over time.<\/b><\/div>"}]}}]},{"template":"I need this money in ##WhenNeedMoney year(s).","rtqId":"q4b","summaryTemplate":"I need this money in ##WhenNeedMoney<\/b> year(s).","whyAsk":"
    \n
  • Your total time frame\u2014the length of time you have to invest for your goal and the period of time you plan to take withdrawals\u2014gives us additional details for recommending a portfolio or fund tailored to your answers. For example, if you indicate a longer time horizon, we may recommend a portfolio or fund with a higher equity allocation.<\/li>\n <\/ul>","questions":[{"id":"WhenNeedMoney","type":"Number","answer":{"validations":[{"type":"maxValue","criteria":50,"errorMsg":"Cannot exceed 50"},{"type":"minValue","criteria":0,"errorMsg":"Cannot be less than 0"},{"type":"required","errorMsg":"It is required"}],"guidance":"0 to 50"}}]},{"template":"I will need this money to last ##HowLong year(s).","rtqId":"q5","summaryTemplate":"I will need this money to last ##HowLong<\/b> year(s).","whyAsk":"
      \n
    • Your total time frame\u2014the length of time you have to invest for your goal and the period of time you plan to take withdrawals\u2014gives us additional details for recommending a portfolio or fund tailored to your answers. For example, if you indicate a longer time horizon, we may recommend a portfolio or fund with a higher equity allocation.<\/li>\n <\/ul>","questions":[{"id":"HowLong","type":"Number","answer":{"validations":[{"type":"maxValue","criteria":50,"errorMsg":"Cannot exceed 50"},{"type":"minValue","criteria":0,"errorMsg":"Cannot be less than 0"},{"type":"required","errorMsg":"It is required"}],"guidance":"0 to 50"}}]},{"template":"Risk is a part of investing. In the past, how did you react when an investment lost value?","rtqId":"q6","whyAsk":"Your reaction to the loss of value of an investment is important to our understanding of your risk tolerance and the impact it has on your decision-making. Research shows that past experiences can impact investors' likelihood of recognizing and handling similar circumstances in the future.","questions":[{"id":"Risk","type":"Option","answer":{"options":[{"id":"A","text":"I'm not sure. I don't have much experience with investing.","summaryText":"In the past, when an investment lost value, I'm not sure how I would have reacted. I don't have much experience with investing.<\/b>"},{"id":"B","text":"I held on to my investment.","summaryText":"In the past, when an investment lost value, I held on to my investment.<\/b>"},{"id":"C","text":"I sold and moved to a more stable investment.","summaryText":"In the past, when an investment lost value, I sold and moved to a more stable investment.<\/b>"},{"id":"D","text":"I bought more.","summaryText":"In the past, when an investment lost value, I bought more.<\/b>"}]}}]},{"template":"If your portfolio lost 15% to 20% of its value in six months, how would you adjust your portfolio?","rtqId":"q7","whyAsk":"This example helps us assess your comfort level with short-term fluctuations in the portfolio value of this account.","questions":[{"id":"Portfolio","type":"Option","answer":{"options":[{"id":"A","text":"I would attempt to increase the upside potential.","summaryText":"If my portfolio lost 15% to 20% of its value in six months, I would attempt to increase the upside potential.<\/b>"},{"id":"B","text":"I would not make any changes.","summaryText":"If my portfolio lost 15% to 20% of its value in six months, I would not make any changes.<\/b>"},{"id":"C","text":"I would attempt to reduce the downside risk.","summaryText":"If my portfolio lost 15% to 20% of its value in six months, I would attempt to reduce the downside risk.<\/b>"},{"id":"D","text":"I would attempt to significantly reduce the downside risk.","summaryText":"If my portfolio lost 15% to 20% of its value in six months, I would attempt to significantly reduce the downside risk.<\/b>"}]}}]}]
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