Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. Retirees using the Bucket system probably put a lot of thought in how they invest their long-term buckets, but the cash bucket, Bucket 1, ...

The simplicity of a bucket system for retirement asset allocation and withdrawals may be just what clients need, according to Christine Benz – but the system does come with a few drawbacks that could ...

Drop in the, um, bucket list? The performance of a number of model portfolios that leverage the bucket strategy recently was put under a microscope by Christine Benz, Morningstar’s director of ...