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Dashboard

The Dashboard is the 'homepage' for The Retirement Buckets® Income Plan. It aggregates multiple features into one easy to read and follow page.

retirement buckets dashboard
1

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

2

The total Current Income consisting of Fixed Income (Social Security, Pension, Annuities, etc.) available throughout the retirement years, which you have entered in Fixed Income Settings, and Investment Income, generated by the Investment Income Bucket Strategy. All calculations and values are updated on the 15th of each month and can only be used as a guide illustrating the estimated value.

3

Inflation adjusted gross Investment Income generated by the Investment Income Bucket Strategy.

4

Total gross Retirement Income generated by Fixed Income and Investment Income.

5

Investment Income Bucket Strategy is comprised of four buckets designed to help generate gross Investment Income.

6

Current Income Bucket is a short-term risk-avoidance strategy designed to distribute an ongoing monthly income throughout the retirement years.

7

5-Year Growth Bucket is a short-term risk-minimization investment strategy designed to periodically refill the Current Income Bucket.

8

10-Year Growth Bucket is an intermediate-term risk-reduction investment strategy designed to periodically refill the Current Income Bucket and 5-Year Growth Bucket.

9

10-Year+ Growth Bucket is a long-term risk-management investment strategy designed to periodically refill the 10-Year Growth Bucket.

10

Projected Value of Bucket 1 to benchmark the investment portfolios.

11

Projected Value of Bucket 2 to benchmark the investment portfolios.

12

Projected Value of Bucket 3 to benchmark the investment portfolios.

13

Projected Value of Bucket 4 to benchmark the investment portfolios.

14

Access the future tasks by clicking on Details link of each task.

15

Quick way to review the past tasks.

16

Keep track of all referral discounts you’ve received through a Refer-a-Friend Reward Yourself Program.

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