Do You Need More Than 3 Buckets?

Do You Need More Than 3 Buckets?

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Publish Date:
June 18, 2024
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#Morningstar  #BucketInvesting #RetirementPlanning

Determining how many retirement buckets are enough.

00:00 Introduction

00:33 What Are the Three Buckets of Retirement?

01:50 Do Retirees Need a Fourth Bucket in Their Retirement Bucket Strategy?

03:15 Is a Discretionary Bucket Right for Your Retirement Portfolio?

04:53 Tax Considerations for Retirement Buckets

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