The Retirement Buckets® Platform
Do I have enough savings to retire and stay retired?
How do I manage my retirement income?
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Dashboard
Systematically updated Projected Values of each bucket to benchmark the investment portfolios.
Income Settings
Simple and easy to navigate settings to simplify the enrollment process and the retirement income development
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Retirement Income Settings
Desired total gross income with inflation and life expectancy assumptions.
Retirement Income Settings
Desired total gross income with inflation and life expectancy assumptions.
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Income Settings
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Fixed Income Settings
All available income from various sources to help reduce the dependency on market performance.
Fixed Income Settings
All available income from various sources to help reduce the dependency on market performance.
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Income Settings
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Investment Income Settings
The Retirement Buckets® platform enables you to select the Projected Growth Rate for each bucket.
Investment Income Settings
The Retirement Buckets® platform enables you to select the Projected Growth Rate for each bucket.
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Overview
Visualize how Fixed Income and Investment Income work together to help generate the retirement income
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Retirement Income Overview
Initial funding for the Investment Income Bucket Strategy with the snapshot of the retirement income during retirement.
Overview
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Cash Flow Overview
All the details about the Fixed Income and the projected Investment Income during retirement.
Overview
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Implementation Overview
Initial funding of each bucket with the built-in implementation tools.
Investments
Create and manage the investment portfolios for each bucket and invest anywhere you choose.
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Asset Allocation
Dynamically created asset allocation based on your entries in the Investment Selection.
Asset Allocation
Dynamically created asset allocation based on your entries in the Investment Selection.
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Investments
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Investment Selection
Create the portfolios for each bucket with the desired investment options.
Investment Selection
Create the portfolios for each bucket with the desired investment options.
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Activities
Scheduled activities to help manage The Retirement Buckets® Income Plan during retirement.
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
My Tasks
Plan and implement the Retirement Buckets® tasks to stay on track.
Activities
For best viewing experience, click on the image to enlarge, then use and to zoom. When done, click back browser button to exit.
Bucket Transfer
Transfer the funds between the buckets to reduce investment risk and manage cash flow.
We've removed all the barriers
so you can see for yourself how creating a plan to manage your retirement income puts you in control over your financial future.
