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The Retirement Buckets® Platform

Do I have enough savings to retire and stay retired?
How do I manage my retirement income?

retirement buckets dashboard

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

retirement buckets retirement income settings

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.

retirement buckets retirement income settings

Income Settings

retirement buckets fixed income settings

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.

retirement buckets fixed income settings

Income Settings

retirement buckets investment income settings

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.

retirement buckets investment income settings

Overview

Visualize how Fixed Income and Investment Income work together to help generate the retirement income

retirement buckets retirement income overview

Retirement Income Overview

Initial funding for the Investment Income Bucket Strategy with the snapshot of the retirement income during retirement.

Overview

Cash Flow Overview

All the details about the Fixed Income and the projected Investment Income during retirement.

Overview

retirement buckets implementation overview

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.

retirement buckets asset allocation

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.

retirement buckets asset allocation

Investments

retirement buckets investment selection

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.

retirement buckets investment selection

Activities

Scheduled activities to help manage The Retirement Buckets® Income Plan during retirement.

retirement buckets my tasks

My Tasks

Plan and implement the Retirement Buckets® tasks to stay on track.

Activities

retirement buckets bucket transfer

Bucket Transfer

Transfer the funds between the buckets to reduce investment risk and manage cash flow.

Any plan. No credit card required.

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.

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