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Top Fund Ideas for Retirement 'Bucket' Portfolios
Morningstar; free registration may be required Link to more items from this source
Oct. 7, 2014
"One of the key benefits to the bucket approach to retirement-portfolio management is that it's not a call to reinvent the wheel. If retirees and pre-retirees have well-diversified portfolios, it's likely that they already own the key ingredients for a successful bucketed portfolio: bucket one (cash and potentially short-term bonds), bucket two (bonds and perhaps a bit of equity exposure), and bucket three (mainly stocks). Yet ... [there are] questions about what goes where. Can I hold bonds in bucket one? Do dividend-paying stocks belong in bucket two or three? Where do REITs and gold go?"

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