Course 509:
The Bucket Approach to Retirement Allocation
In this course
1 Introduction
2 The All-Important Bucket 1
3 Bucket 2 and Beyond
4 Bucket Maintenance

The bucket approach to retirement-portfolio management, pioneered by financial planning guru Harold Evensky, effectively helps retirees create a paycheck from their investment assets.

The bucket concept is anchored on the basic premise that assets needed to fund near-term living expenses ought to remain in cash, dinky yields and all. Assets that won't be needed for several years or more can be parked in a diversified pool of long-term holdings, with the cash buffer providing the peace of mind to ride out periodic downturns in the long-term portfolio.

Here’s how the bucket approach works and how to fill each bucket.

Next: The All-Important Bucket 1 >>


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