Bucket Strategy
RetirementA retirement income approach dividing assets into near-term (cash), medium-term (bonds), and long-term (stocks) buckets.
Example
Example: For someone with $300,000 in retirement savings planning to retire at 65, bucket strategy directly affects their strategy. Since it involves a retirement income approach dividing assets into near-term (cash), medium-term (bonds),, understanding this concept could mean an extra $50,000-$100,000 in retirement assets. Plan with our retirement calculator.