The Bucket Strategy, Is Not For Clowns!

You may remember The Grand Prize Game from The Bozo Show. 

 

There were 6 buckets lined up in a row. One lucky child from the audience.

 

Get the ball in the first bucket and win a small prize. Get the ball to bucket 3 and you went home with some goodies.    

I like to play with buckets as well, but, in this case, I’m not clowning around.

 

See, every asset you own, every dollar you have resides in a series of financial buckets. These buckets determine future tax treatment and there is a mathematically ideal amount of money you should have in each bucket to maximize your ability to save taxes.

Wondering if the bucket strategy can leave more money in your buckets?

(Yes, it's hokey...I'm sorry)

I've helped thousands of chicagoans create their ideal retirement and

I have an important message for you!  

Most plans are fine just the way they are and I firmly believe that...

 

CHANGE FOR CHANGE SAKE IS A TERRIBLE STRATEGY

Darryl Rosen MBA, RICP

Darryl Rosen is the founder of Rose Advisory Group, and operates www.RealRetirementAdvice.com as a way to help others create their ideal retirement. He is obsessed with helping people create safety, simplicity and strength in their financial future. Darryl’s clients enjoy his straight-forward, plain-spoken guidance, strategies to minimize taxes and ability to generate investment returns, while minimizing risk so his clients can sleep at night! Darryl is licensed to provide guidance on securities and insurance solutions and has achieved the highly desired Retirement Income Certified Professional (RICP) designation.

Darryl is the creator of the well-known SECURiMENT™ Retirement Planning Method. A simple to understand and implement planning method that demystifies retirement planning so that people can take action. Visit Rose Advisory Group to learn more! 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and (Rose Advisory Group) are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.