Do You Need More Than 3 Buckets?

#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



What to watch from Morningstar.

3 Must-Knows Before Investing in Target-Date Funds With Annuities https://youtu.be/c-F5tlIJYo0?si=y02LD3X2slo2_5Eg

Does Your Portfolio Need a Risk Audit? https://youtu.be/B-QdUW92Y8E?si=tW50XRwt5BBkOOBT

What Your Asset Mix in Retirement Should Be During Higher Interest Rates https://youtu.be/XsdpDAV1AAg?si=4vpdAM4QtOM098Er

Generating Retirement Income Just Got Easier—or Did It? https://youtu.be/eORZiZQAJEU?si=I9g6EVSpnfUeOqcX



Read what our team is writing.

Christine Benz https://www.morningstar.com/people/christine-benz

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski



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