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Asset Allocation

The Asset Allocation provides a detailed asset allocations for each bucket.

retirement buckets asset allocation
1

Retirement timeline indicator to identify the current year/month within the entire plan.

2

Select the desired bucket to view the Broad and Detailed Asset Allocation.

3

Bucket timeline indicator to identify the current year/month for this bucket.

4

Asset Allocation identifying all asset classes with corresponding percentage values.

5

Enter the actual dollar amount for this bucket to get the asset classes with corresponding dollar values.

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