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Which Assets Belong in Each Bucket? – Episode 193

The Bucket Strategy® is both simple and complex. It’s simple in the sense that there’s a short-term, midterm, and long-term bucket, and maybe a couple of others, depending on your needs. The complexity begins when you need to determine which assets should go into which buckets.

There are many things to consider: time frame, taxability, income needs, and available assets, to name a few. How do you determine what to put into each bucket?

We’ll tackle that question today. Tune in to podcast host Johnny Dean and Rick “The Professor” Plum, CFP® as they answer this all-important question on Managing Your Financial Future!

Important Information:

This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.

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