My Withdrawal Buckets Allocation Worksheet
Use this worksheet to design your personal bucket strategy. Fill in your income sources, calculate your annual spending gap, and then assign your assets to the three buckets accordingly. Review and rebalance annually.
💰Withdrawal PlanningUse this worksheet to design your personal bucket strategy. Fill in your income sources, calculate your annual spending gap, and then assign your assets to the three buckets accordingly. Review and rebalance annually.
Step 1: Calculate Your Annual Spending Gap
Step 2: Size Your Buckets
Step 3: Assign Your Accounts to Buckets
Step 4: Asset Types by Bucket
Step 5: Refill & Rebalance Schedule
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