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Question 1 of 2
1. Question
3 point(s)What are the key points you would highlight to a client when explaining the purpose of each bucket in The Bucket Plan Philosophy?
Sort elements
- This is the money that you will keep in the bank
- This may be money from which you need to take a required minimum distribution if you have those types of accounts
- The purpose is long-term growth
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The Now Bucket
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The Soon Bucket
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The Later Bucket
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Question 2 of 2
2. Question
3 point(s)What are the key points you would highlight to a client when explaining the purpose of each bucket in The Bucket Plan Philosophy?
Sort elements
- We want to make sure there is an emergency or comfort fund
- This is the money that you will keep in the bank
- This may be money from which you need to take a required minimum distribution if you have those types of account
- We don’t want to subject this money to the volatility of the market
- The money can stay invested and continue to grow
- The purpose is long-term growth
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The Now Bucket
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The Now Bucket
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The Soon Bucket
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The Soon Bucket
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The Later Bucket
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The Later Bucket