Time Segmentation of Your Assets Into 'Buckets'
Segmenting your ‘buckets’ of money
The greatest risk to your capital may come from not understanding your “time-horizon,” that is WHEN you will need to use your money.
Our proprietary “time-segmentation” of your assets solves this problem, incorporating a strategy that matches your unique retirement income needs with when you will need your investments. This approach segments retirement assets into three categories based on the period of time during retirement when the assets are expected to generate income, in other words, we match your money with when you will need to use it. This greatly reduces the risk of losing money by accessing it too soon.
Your assets will be segmented into three “buckets,” based on when you will need to access the funds (1-3 years, 3-7 and 7+).