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Implementation Overview

The Implementation Overview is a comprehensive report and provides the summary of initial funding allocation for each bucket and quick links to Investment Selection and Asset Allocation pages.

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1

Implementation instructions.

2

Message board describing current strategy and activities.

3

Click on the header of each Bucket for easy access to Investment Selection and Asset Allocation links.

4

Initial funding allocation for Bucket 1.

5

Initial funding allocation for Bucket 2.

6

Initial funding allocation for Bucket 3.

7

Initial funding allocation for Bucket 4.

8

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

9

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

10

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

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