A Comparative Study of Retirement-Income Bucket Strategies

This comprehensive study analyses retirement-income bucket strategies versus the traditional systematic withdrawal approach. The primary advantage of these strategies lies in their ability to address investor behavior and prevent impulsive reactions to market volatility.

Uncover behavioral benefits and potential financial growth opportunities. Find out why the time bucket strategy offers the highest retirement spending and ending wealth. Discover how the systematic withdrawal strategy boasts a high plan success rate and ending wealth.

Additionally, the report emphasizes the impact of decision rules and asset allocation on the performance of bucket strategies, as well as their ability to manage sequence risk and mitigate investor overreaction.