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My Tasks

My Tasks is a comprehensive report available to Standard and Premium advisory service plan users. It provides a consolidated view of all Bucket Rebalancing and Bucket Transfer tasks scheduled for each bucket.

retirement buckets my tasks
1

Bucket Rebalancing and Bucket Transfer details for each bucket planned and scheduled ahead to keep you informed.

2

Recommended date range for the tasks to be completed.

3

Links to the details and instructions for each individual task (Premium advisory service plan users).

4

To track you activities, click the toggle button to mark the completion of each tasks.

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