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Investment Selection

The Investment Selection report provides the investment information for each bucket.

retirement buckets investment selection
1

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

2

Select the desired bucket to view the Investment Portfolio.

3

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

4

Account information entered in the Implementation Overview.

5

The investments you entered for this account in the current Bucket.

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