US boomers are trading the 4% rule for the 'bucket strategy': Here's how it works, and how to max your cash while protecting your nest egg

The 4% rule might be a little outdated for 2026.
Hosted on MSN

The Bucket Investing Strategy: It Can Be Good for Many Early Retirees, and the Rest of Us

Each of us, unless we're independently wealthy, needs a good retirement plan that outlines how much money we'll need to amass before we retire, how we'll get it, and how we'll withdraw from it in a ...
Forbes

How The 4% Rule Of Retirement Withdrawal Works, Plus 3 Alternatives

The 4% Rule is arguably the most famous strategy for making sure your retirement income lasts long. Developed in the 1990s, it offers an evidence-based answer to most retirees’ question: “How much can ...
Morningstar

What Bucket Investors Should Do in Down Markets

Giles: First, can you briefly outline the Bucket approach and how it aims to address these periods of volatility? Benz: Yeah, I’ve got my patter down on the Bucket strategy. The basic idea is that you ...