What are you doing to manage the financial risks that you'll face in retirement?
Sequence of Return Risk – or “SRR” - is the most underestimated danger when shifting from pre-retirement savings accumulation to retirement savings distribution.
SRR is the risk of receiving lower or negative returns early in a period when withdrawals are made from your investment portfolio.
One of the beauties of a Bucket Strategy is that segmenting your portfolio (from conservative buckets to aggressive buckets).. is based on your need for income over time
You'll always take money from a Bucket that is safe and secure - and not experience the ups and downs associated with Sequence of Return Risk
For more information, visit www.WFP-Taxes.com