Bucketing – AKA Asset Allocation for Retirees

May 19, 2018

Jim, Chris and Justin respond to an email from an Idaho listener regarding Bucketing: what it is, how it works, and how it fits into retirement planning.  They address how Bucketing and specific withdrawal sequence may help reduce the risk of down markets in the early years of retirement.  During the second half of the podcast, they address an email question received from a recent widower and some of the planning he may want to consider.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.