Portfolio Income and Distribution Tool, "The Bucket Theory" - Images | Notes

An asset allocation tool based on the "Bucket Theory." This is a stand-alone single concept tool.  See Image and notes for details.  Cost - $125.  Purchase

As you review this tool, it would be helpful to print out the image PDF above and refer to it as you read through the Planning templates note file also linked above.  The biggest challenge in executing the "Bucket Theory" is keeping it organized and calculating what amount of funds should be in each bucket periodically.  That is where this tool can help.