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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…

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….

In a recent column entitled “The myth of outliving your retirement savings“, Gail MarksJarvis outlines one of the key issues that arises from the lack of retirement income planning provided to Americans: without guidance, even diligent savers with substantial nest eggs have no idea how to manage their retirement spending. The thought of a household…