• / Free eNewsletters & Magazine
  • / My Account
Home>We Put the Bucket System Through Additional Stress Tests

We Put the Bucket System Through Additional Stress Tests

Morningstar Articles

Thu, 15 Aug 2013

How would an even simpler retirement portfolio have fared during the bear market?

Related Videos

  1. Benz: Building Your Retirement Portfolio Step by Step

    Retirement Readiness Bootcamp Part 4: Christine Benz lays out how to use the bucket approach to structure your retirement investments .

  2. Bucket Portfolios for Retirement Income : Step by Step

    Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio , including some of her favorite funds for retirees .

  3. Key Factors for Successful Withdrawal Strategies

    Morningstar's John Rekenthaler offers his thoughts on how retirees should approach their withdrawals, particularly the 4% rule, the need for flexibility, and the role of longevity.

  4. Lessons From Our Bucket Portfolio Stress Tests

    Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing , the 4% rule, and more.

©2017 Morningstar Advisor. All right reserved.