Bucketing

This page covers the following location(s) in NaviPlan:

Set Goals - Retirement - Liquidation Strategies - Bucketing

Planning Objectives :: Procedures :: Related Information

Planning Objectives

ClosedWhat is a bucketing strategy?
  • Bucketing is the process of regularly segregating enough assets to meet needs into a conservative holding for a certain period of time, while allowing the remainder of the portfolio to be invested for a longer period of time.
    • This allows you to safely cover your clients' needs while investing the remainder of their assets for growth.

Procedures

ClosedHow do I add a bucketing strategy to a distribution account?
  1. From the Bucketing tab, select Estimate.
    • To use the calculator, enter the Number of Years the distribution account will need to cover deficits. The Distribution Bucket Target Balance automatically populates with the appropriate amount.
  2. The amount determined by the calculator is entered in the Target Balance field.
  3. If applicable, use the Infl and +/- Add'l fields to index the Target Balance for inflation (plus or minus any additional indexation).
  4. If applicable, use the Asset Class Weightings menu to classify the distribution bucket.
  5. When you are satisfied with these options, click OK.

Related Information




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