Running out of money in retirement ranks as one of ... By giving you more choice and flexibility about where to draw income from, a bucket approach can eliminate some of the uncertainty associated ...

Here’s how you might set up a three-bucket portfolio using the Your Money Matrix approach ... When doing distribution planning, we believe in drawing from each of the these buckets over ...

When the market goes up, you might draw from the second and third ... that might be missed by using the bucket method. “It allocates more money to fixed income than is likely needed,” Stevens ...

The final bucket is for money you'll need in the more distant future ... depending on what's going on in the market, opportunistically draw down from the income or growth bucket to replenish ...

The taxed-later bucket is a tax-postponement retirement ... Add to that the risk that if you’re drawing money from your investments in a market downturn — whether it’s necessary for income ...

When Ellen, a 67-year-old retiree, reached out to Suze Orman during her podcast, she had a straightforward yet crucial financial inquiry: "Which bucket do I draw from first?" Ellen, whose Social ...

These model portfolios are geared toward retired investors who are drawing upon their ... of their living expenses. Bucket 1 of each portfolio is to provide money for cash needs for a year or ...

I often write about the Bucket approach to retirement portfolio ... The virtue of that setup is that the retiree should always be able to draw living expenses from an asset class that’s in ...