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Cashing Out of the Bucket Strategy

Financial-planning expert Michael Kitces cautions retirees about holding too much cash in their portfolios, as simple rebalancing of stocks and bonds can provide needed income.

Cashing Out of the Bucket Strategy

Christine Benz: Hi. I’m Christine Benz for Morningstar. Bucketing strategies for retirement planning have taken off in popularity in recent years. Joining me to discuss the pros and cons of bucketing is Michael Kitces. He is a financial-planning expert.

Michael, thank you so much for being here.

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