Bucket Strategies: Un-Muddying the Waters
Tackling the questions that advisors face from their clients when considering time-segmented retirement income strategies
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Download your complimentary white paper to learn the various challenges that accompany a bucket strategy and how to overcome them:
- Challenge 1: Cutting the Check
- Challenge 2: Find the Proper Glide Path
- Challenge 3: To Rebalance, or Not to Rebalance
- Challenge 4: Ongoing Portfolio Management
Bucketing strategies can be effective, easy to understand, and powerful when done right.
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