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Income Strategies

The Bucket Strategy

The Bucket Strategy is a safe solution plan that utilizes multiple safe investment options in order to maximize your assets and give you a dependable income that you wont outlive. With healthy returns and multiple investments of varying risk and return to give you a comfortable and secure future.

A Bucket Strategy For Retirement Income?

One approach to developing a retirement income plan is the bucket strategy. A bucket strategy segments retirement assets by certain categories. Categories may be based on the risk level of the assets, the needs or expenses these assets are expected to cover or the period of time in retirement when the assets are expected to generate income. Download a sample Segmentation Income Strategy Client Analysis to see what a bucket strategy looks like in action.

Income Planning Strategies

Discover retirement income planning strategies that enable you to leverage existing accounts to produce a maximized retirement.

Managing Income in the Next Stage of Your Life

Today’s retirees are living longer and more active lives. This, in combination with inflation, requires many retirees to adopt a more aggressive investment mix. Retirees are now having to deal with longevity, inflation and investment risks that were not significant issues for their parents. Find out how to orchestrate a common sense approach to retirement by downloading our brochure.