Quick Reference Guides 2
Retirement Bucketing Strategies
Topics Covered:
- Using Retirement Bucketing strategies to stabilize asset investments in different holdings, allow clients to access funds for immediate needs while still earning returns on the remainder.
Functional Documents 2
Using Cash Flow Strategies in NaviPlan
Topics Covered:
- What happens to pre-retirement cash flow deficits.
- Applying cash flow surplus reallocation strategies.
- Automatic account redemption strategies during retirement.
- Implementation of automatic account redemption strategies.