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URL:http://www.russianmix.com/events/viewevent/13147-christine-benz-bucket-approach-to-retirement-allocation-the-devil-is-in-the-details/ 
DTSTART:20190720T094500
DTEND:20190720T124500
SUMMARY:Christine Benz — Bucket Approach to Retirement Allocation: The Devil Is in the Details
DESCRIPTION:horizons, set aside a cash component for near-term spending needs, and then spend through a long and happy retirement. Implementation can be a bit messy. However, the bucket approach will not guarantee that you won’t run out of money. There are no ironclad rules about how to manage and extract cash from a bucket portfolio across accounts with different tax treatment: traditional tax-deferred, Roth, and taxable accounts. This presentation delves into the logistics of building and maintaining a bucket portfolio on an ongoing basis. 
ABOUT THE PRESENTER
Christine Benz , director of personal finance for Morningstar and senior columnist for Morningstar.com, is the author of "30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances" (Wiley, 2010). Benz is also co-author of "Morningstar Guide to Mutual Funds: 5-Star Strategies for Success," a national bestseller published in 2003, and author of the book’s second edition, published in 2005. Before assuming her current role in 2008, Benz also served as Morningstar's director of mutual fund analysis. She has served as editor of several of Morningstar’s publications over the years, including Practical Finance, Morningstar Mutual Funds, and Morningstar FundInvestor. She has worked as an analyst and editor at Morningstar since 1993. Benz has a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.

Location:
Mercer Island Community & Event Center8236 SE 24th St.Mercer Island, WA 98040
Free parking in event center parking lot.
  9:30 a.m. — Registration  9:45 a.m. — Presentation begins12:45 p.m. — Adjournment
Open to the public. AAII membership is not required to attend.
Each One, Bring One
AAII members who preregister are entitled to bring a guest — at no charge to you or your friend — who has never attended an AAII seminar before. Your guest will not be asked for a contribution of any kind.
When you preregister, you don't need to know the name of your friend or even whether you'll invite one at all. But if you do, just have your guest show up and mention your name. It's that easy!
Refunds: Contact us at least 24 hours before the event begins, and you will receive a full refund.
LOCATION:Mercer Island Community & Event Center, 8236 SE 24th St., Mercer Island, WA, 98040
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