Retirement Bucket Strategy Calculator

Plan your retirement using a time-based bucket strategy

Personal Information

Financial Information

Investment Assumptions

Bucket 1 (0-5 years)

Bucket 2 (6-15 years)

Bucket 3 (16+ years)

Strategy Overview

Bucket 1: Short-Term (0-5 years)

Conservative investments focused on capital preservation and immediate income needs.

  • Cash
  • Money Market Funds
  • Short-term Bonds

Bucket 2: Mid-Term (6-15 years)

Balanced approach combining income generation with moderate growth.

  • Intermediate Bonds
  • Dividend Stocks
  • Balanced Funds

Bucket 3: Long-Term (16+ years)

Growth-focused investments for long-term appreciation.

  • Stocks
  • Growth Funds
  • Real Estate

Sign Up