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Bucket Transfer

The Bucket Transfer is a comprehensive report and provides detailed instructions to transfer funds between buckets and updated Fixed, Investment, and Retirement Income information.

retirement buckets bucket transfer
1

Retirement timeline drop-down to select the 5-year retirement income period.

2

To track you activities, click the toggle button to mark the completion of bucket transfer.

3

Message board describing current strategy and activities.

4

Bucket transfer details and tasks.

5

Specific instructions and bucket transfer order for each bucket.

6

Specific amount to be transferred.

7

Updated gross Fixed Income (Social Security, pensions, annuities, etc.) available during this 5-year period.

8

Updated gross Investment Income generated by the Investment Income Bucket Strategy during this 5-year period.

9

Updated total gross Retirement Income generated by Fixed Income and Investment Income during this 5-year period.

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