A reader asks in response to - I am 30 and wish to retire by 50; how should I plan my investments? - "Can I use a single ...

Thanks to target date funds and some simple rules of thumb, picking a mix of stocks, bonds and cash is pretty straightforward while you’re still saving for retirement. According to conventional wisdom ...

I've been noodling on a new way to think about retirement planning, and I'd love to share it with you. It's still a work in progress, but I think it offers a helpful, and hopefully memorable, visual ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

You’ve finally reached the retirement date that’s been circled on the calendar for the past 5 years. You’ve done everything you’re supposed to do and have accrued a nice pension, a plan for social ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. As folks approach retirement, they often start mentioning their ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

The main goal of most investors is to garner enough money in the market to fund their retirement years. Yet, many investors are unsure of how to properly pull money out of their accounts once they’re ...

That's how to set up a bucket strategy. It can work well for early retirees, on-time retirees, and even pre-retirees. Once your bucket strategy is set up, it will still require your attention ...