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Retirement Income Overview

The Retirement Income Overview is a comprehensive report available to all users of The Retirement Buckets® Income Plan. It provides a summary view of all projections, including all fixed income sources adjusted to COLA every 5-year period, future Investment Income distributions adjusted to inflation every 5-year period, and the total Retirement Income.

retirement buckets retirement income overview
1

COLA adjusted gross Fixed Income (Social Security, pensions, annuities, etc.) available throughout the retirement years and grouped into 5-year periods.

2

Inflation adjusted gross Investment Income generated by the Investment Income Bucket Strategy and grouped into 5-year periods.

3

Total gross Retirement Income generated by Fixed Income and Investment Income and grouped into 5-year periods.

4

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

5

Total initial investment amount needed to fund all four buckets of the Investment Income Bucket strategy.

6

Total projected investment income during your retirement years, including the initial investment and future earnings.

7

Current Income Bucket has an investment objective of Current Monthly Income to distribute an ongoing monthly income.

8

5-Year Growth Bucket has an investment objective of Short-Term Growth to periodically refill the Current Income Bucket.

9

10-Year Growth Bucket has an investment objective of Intermediate-Term Growth to periodically refill the Current Income Bucket and 5-Year Growth Bucket.

10

10-Year+ Growth Bucket has an investment objective of Long-Term Growth to periodically refill the 10-Year Growth Bucket.

11

Initial investment amount for Bucket 1 to generate income for the retirement years 1 – 5.

12

Initial investment amount for Bucket 2 to generate income for the retirement years 6 – 10.

13

Initial investment amount for Bucket 3 to generate income for the retirement years 11 – 20.

14

Initial investment amount for Bucket 4 to generate income for the retirement years 21 to the end of plan.

The color-coded Fixed Income, Investment Income, and total Retirement Income is consistent throughout the application, making it easy to read and navigate.

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