Start using the Retirement Buckets® for FREE to help transition from employment paycheck to retirement income.
The plan can be implemented at any firm of your choice where you will have full control over the investments and management.
Use the systematically updated Dashboard with projected values for each bucket to benchmark your investment portfolios.
Start using the Retirement Buckets® for FREE to help transition from employment paycheck to retirement income.
The plan can be implemented at any firm of your choice where you will have full control over the investments and management.
Use the systematically updated Dashboard with projected values for each bucket to benchmark your investment portfolios.
Determine at what age to begin collecting the Social Security benefits, guided by automatically calculated cumulative amounts highlighted in five scenarios.
Estimate your total Social Security cumulative benefits with Cost-of-Living Adjustments (COLA) based on your Life Expectancy.
Compare five estimated Social Security cumulative benefit amounts with custom life expectancy assumptions.
Determine at what age to begin collecting the Social Security benefits, guided by automatically calculated cumulative amounts highlighted in five scenarios.
Estimate your total Social Security cumulative benefits with Cost-of-Living Adjustments (COLA) based on your Life Expectancy.
Compare five estimated Social Security cumulative benefit amounts with custom life expectancy assumptions.
COLA adjusted gross Fixed Income (Social Security, pensions, annuities, etc.) available throughout the retirement years and grouped into 5-year periods.
Inflation adjusted gross Investment Income generated by the Investment Income Bucket Strategy and grouped into 5-year periods.
Total gross Retirement Income generated by Fixed Income and Investment Income and grouped into 5-year periods.
Investment Income Bucket Strategy is comprised of four buckets designed to help generate gross Investment Income.
Total initial investment amount needed to fund all four buckets of the Investment Income Bucket strategy.
Total projected investment income during your retirement years, including the initial investment and future earnings.
Current Income Bucket has an investment objective of Current Monthly Income to distribute an ongoing monthly income.
5-Year Growth Bucket has an investment objective of Short-Term Growth to periodically refill the Current Income Bucket.
10-Year Growth Bucket has an investment objective of Intermediate-Term Growth to periodically refill the Current Income Bucket and 5-Year Growth Bucket.
10-Year+ Growth Bucket has an investment objective of Long-Term Growth to periodically refill the 10-Year Growth Bucket.
Initial investment amount for Bucket 1 to generate income for the retirement years 1 – 5.
Initial investment amount for Bucket 2 to generate income for the retirement years 6 – 10.
Initial investment amount for Bucket 3 to generate income for the retirement years 11 – 20.
Initial investment amount for Bucket 4 to generate income for the retirement years 21 to the end of plan.
No. The Retirement Buckets® is a web-based platform designed for Self-Directed Users and Financial Advisors to create and manage retirement income. It does not provide investment advice or financial planning services.
The Retirement Buckets® Income Plan is a web-based platform designed for Self-Directed Users and Financial Advisors to create and manage retirement income that can be implemented anywhere they choose. It does not provide financial planning, investment, or tax advice; therefore, it is highly recommended to consider meeting with a Financial Advisor.
The Retirement Buckets® is a web-based platform designed for Self-Directed Users and Financial Advisors to create and manage retirement income that can be implemented anywhere they choose. Learn More.
Investment Link, LLC is a financial technology firm with relentless focus on the needs of customers in fulfilling the mission of providing a better way to manage retirement income using innovative technology and easy to use interface. Learn More.
We do not ask our clients to transfer or rollover their assets to Investment Link. The actual execution of trades is done by you. The plan can be implemented at any firm of your choice where you will have full control over the investments and management.
The Retirement Buckets® platform does not require any special training or technical skills to use it and the plan can be set-up in under 3 minutes.
We offer a 30-Day FREE TRIAL for Self-Directed Users and FREE demo account for Financial Advisors to start using the Retirement Buckets® for FREE and see firsthand how easy it is to navigate the software.
so you can see for yourself how creating a plan to manage your retirement income puts you in control over your financial future.
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