Bucket strategy
Dividing the post-retirement corpus by when the money will be needed — bucket 1 for the immediate 3 to 5 years plus emergencies, bucket 2 for the next 10 to 15 years, bucket 3 for money required 20 years out.
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
Where this is taught
Free preparation for NISM Series XVII← All terms