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  VIDEO REPORT

  Is There an Upside to Sequence of Return Risk?

  Michael Kitces says retirees could be more flexible with withdrawal rates.

  • Kitces' Blog
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  VIDEO REPORT

  How to Get the Most From Bucket 1

  Christine Benz looks at how retirees can make the best use of the cash bucket.

  • Christine's Model Portfolios
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  INVESTING SPECIALISTS

  3 Retirement Bucket Portfolios for Minimalists

  Our new portfolios use index funds as building blocks--as well as a little bit of cash.

  • Christine's Model Portfolios

30-Minute Money Solutions Worksheets

• Roth vs. Traditional 401(k) Worksheet
• IRA Conversion Worksheet
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In Retirement Portfolio Planning

• 3 Tax-Efficient Bucket Portfolios for Minimalist Retirees
• IRA Tips for Later in Life
• Should Your Withdrawals Mirror Your RMDs?
• What Do the Bucket Portfolios Yield?

Social Security & Medical

• Top Social Security Questions, Answered
• What Happens to Your HSA in Retirement?
• How Earned Income Affects Social Security in Retirement
• More on Social Security...
• More on Health Care in Retirement...

Income Investing

• 3 Strategies for Generating Cash Flow in Retirement
• What to Do if You Missed Your RMD
• How Retirees Can Source Cash for 2019
• More on Income Investing...

Annuities & Insurance

• Why Buy Annuities?
• New Strategies for Covering Long-Term Care Costs
• More on Annuities...

Estate Planning

• Retirees: What You Should Watch in 2018
• Day 5: Creating a Durable Estate Plan
• Is Your Estate Plan Obsolete?
• More on Estate Planning...