Retirement buckets are a way to organize your retirement savings. Let's explore how to divvy your savings into "buckets," and ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. As folks approach retirement, they often start mentioning their ...

I've been noodling on a new way to think about retirement planning, and I'd love to share it with you. It's still a work in progress, but I think it offers a helpful, and hopefully memorable, visual ...

Managing an investment portfolio in retirement is like playing a game of tug-of-war against yourself. On the one hand, you need to pull cash out of a portfolio for monthly expenses. On the other hand, ...

The main goal of most investors is to garner enough money in the market to fund their retirement years. Yet, many investors are unsure of how to properly pull money out of their accounts once they’re ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Bucket 1 consists of cash, Bucket 2 is your high-quality, short- and intermediate-term bond portfolio, and Bucket 3 is the growth engine that will hold the remainder of the assets. For some retirees, ...

Thanks to target date funds and some simple rules of thumb, picking a mix of stocks, bonds and cash is pretty straightforward while you’re still saving for retirement. According to conventional wisdom ...