You’ve helped families save and accumulate throughout their lives. You understand bucket strategies. Now you’re ready to put together your first retirement income proposal and meet with your clients, but what will it be like? We sat down with an advisor who recently adopted IncomeConductor into their practice to talk about their first case experience….
Author: Tom O'Connor
Retirement Income Journal On IncomeConductor
Kerry Pechter of the Retirement Income Journal recently published an article highlighting WealthConductor co-founder Phil Lubinski, and his approach to a specific income plan challenge using the IncomeConductor software. The article follows Phil as he constructs a time-segmented, or “bucketed” plan for the clients dubbed Mr. & Mrs. M. T. Knestor. The plan takes their…
Bucket Strategies: Un-Muddying The Waters
In a recent Morningstar article “Implementing a Bucket System? There Will Need to Be Some Rules“, Christine Benz lays out some of the questions that arise when advisors and clients employ bucket strategies in pursuit of retirement income. The main issues revolve around distribution of income, asset allocation and equity exposure, rebalancing, and portfolio modifications….