Sentences with phrase «tapping qualified assets»

Dual RWR Retirement Saving Calculator demo showing the different payout options, usage of all of the manual overrides, gap funding, and the bucket approach of tapping qualified assets before non-qualified assets

This makes it easy to allocate retirement assets according to the «bucket approach,» where you'd input only bonds into one asset, only cash into another, tapping qualified assets before non-qualified investments, etc..

Not exact matches

If tapping home equity is only a temporary solution to bridge the gap until you start to draw down your retirement assets or start receiving guaranteed income payments, consider applying for a home equity line of credit while you're still employed and more likely to qualify for the best rates.

Allows Inputting of Investment Assets Using the «Bucket Approach» (used by asset allocators and retirement planners that want to model scenarios like depleting non-qualified assets before tapping into qualified aAssets Using the «Bucket Approach» (used by asset allocators and retirement planners that want to model scenarios like depleting non-qualified assets before tapping into qualified aassets before tapping into qualified assetsassets)