Your bucket strategy implies that in 25 years, your OLD client is now 90%+ invested in aggressive equities.
Your bucket strategy implies that in 25 years, your OLD client is now 90%+ invested in aggressive equities?
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That’s true if you haven’t built a “floor.” We recommend a “floor” to address essential expenses. Doing this may allow more aggressive investing above the “floor.” That said, the system allows the advisor to assume any ROR, including conservative assumption sin all segments.
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