The retirement bucket strategy serves as a guide to take distributions from different forms of retirement savings. “The ...

Quick ReadThe bucket strategy splits retirement savings into three time-based segments, preventing forced stock sales during ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

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 ...

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 ...

Learn how the three-bucket 401(k) withdrawal strategy may help retirees manage taxes, reduce lifetime tax bills, and ...

Discover why age 55 should be your new "work-optional" retirement goal. Learn financial strategies to protect your wealth ...

The drought continues for investors aiming to wring any type of yield from high-quality bonds, not to mention cash. Although the Federal Reserve raised short-term interest rates by 0.25% in 2015--and ...

Note: Some of the holdings in this portfolio have been updated to reflect the closing of Vanguard Dividend Growth to new investors. The current version is available here. The current low-yield ...

The first couple of years in retirement are often the most difficult. But they also can set the stage for how you’ll fill the years ahead—both financially and psychologically. Stephen Kreider Yoder, ...

Here’s a different kind of “bucket list” for you. It’s not exactly the things you want to do, but it may be related to them. What it does do, however, is make it easier for you to manage your ...

The origins of the phrase are often attributed to screenwriter Justin Zackham, while writing “The Bucket List” script, from a 2007 movie starring Jack Nicholson and Morgan Freeman as two terminally ...