Public Libraries of Suffolk County, New York

The buckets of money retirement solution, the ultimate guide to income for life, Raymond J. Lucia with Dale Fetherling

eng

Includes bibliographical references and index

illustrations

index present

non fiction

The buckets of money retirement solution

electronic resource eBook

dictionariesbibliography

Raymond J. Lucia with Dale Fetherling

the ultimate guide to income for life

"Ray Lucia's The Buckets of Money Retirement Solution: The Ultimate Guide to Income for Life provides just that--a reassuring and scientifically proven strategy that gives investors both growth and income. Lucia, a Certified Financial Planner who's helped thousands of people invest more than $2 billion, explains how to spend down 'safe' buckets (containing, for example, Treasuries, CDs, bonds), while leaving a riskier bucket (real estate, stocks and alternative investments) to grow long-term. This strategy shields investors from the short-term ups and downs of the market. And it gives them the courage and discipline to stay invested no matter what the future holds. Written in a breezy, accessible style and loaded with tons of examples and clear, specific calculations, the book explains how to set your financial goals, divvy up your money accordingly, and then invest intelligently. With this book as your guide, readers will learn how to achieve both income and growth while at the same time reducing risk."--Resource description page

Adapt to the changing landscape -- Prepare for whatever the future holds -- Grasp the buckets of money concept -- Choose the proper investments -- Execute the buckets of money strategy -- Take another look at annuities -- See what REITs can do for you -- Play it smart when it comes to personally owned real estate -- Give Uncle Sam his fair share--but no more -- Craft a workable withdrawal strategy -- Keep your eye on enjoyment