The 4% rule and its corollaries help ensure that your money will last through a 30-year retirement. The bucket system is extra insurance to help make sure you have enough until you kick the bucket.

On paper, the Bucket strategy seems so simple and elegant: Set up the buckets and then spend your way through a long and happy retirement. Done and done, right? Uh, not quite. As my recent series of ...

Susan Dziubinski: Hi, I’m Susan Dziubinski for Morningstar. The Bucket approach to retirement portfolio planning has gotten more popular, but one size doesn’t fit all when it comes to buckets. Joining ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...