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The Bucket Plan

The Bucket Plan®, a three-bucket approach to segment money based on purpose and time horizon. If you are nearing or in retirement, The Bucket Plan helps you plan for reliable income through your retirement while capitalizing on global markets to grow your assets for distribution in your later years. It was designed to help combat two of the biggest challenges in retirement: inflation and sequence of returns risk.

If you still have a longer time horizon from retirement, The Bucket Plan helps provide liquidity guidance and income tax reduction or mitigation strategies to help accumulate your wealth.