Edu: Minimum Dignity Floor and Bucket Planning

March 27, 2019

Edu: Minimum Dignity Floor and Bucket Planning

What is the minimum dignity floor and how does it work with the bucketing strategy for retirement planning? What are the factors to consider when planning for your Minimum Dignity Floor and how to cover it?

A New Jersey listener’s question prompts Jim and Chris to delve into the details of both what they call the “minimum dignity floor” and bucketing. If you’re still trying to figure out the details of your retirement finances this is a great episode for you!

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.