All Collections
Accounts and Assets
How do I Model a Bucket Strategy in My Plan?
How do I Model a Bucket Strategy in My Plan?

This article describes a simple way to model a Bucket Strategy in your plan

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

A Bucket Strategy may be used to segregate assets based upon time periods. In this model, the user has a portfolio of $1,000,000 and is counting on covering annual expenses of $40,000 from their portfolio.

They use the Bucket Strategy to protect 3 years of savings in Cash, hold 7 years in fixed income, and the remainder in equities.

Did this answer your question?