Cash wedge

A cash wedge strategy can help to steady your retirement income in times of volatility. The goal is to allocate a portion of your portfolio to cash to help meet your current income needs, while still diversifying the rest of your portfolio so you can benefit from participating in the market.

See Also

• Cash management
• Contingency planning for retirement
• Income bucketing
• Sustainable withdrawal
• Variable percentage withdrawal

Further reading

• Financial Wisdom Forum topic: "Cash wedge - where would you allocate funds?"
• Financial Wisdom Forum topic: "Cash Wedge Management"

External links

• Episode 277: The Cash Wedge w/ Phil Briggs, and the Four Ds of Tax Planning, PWL Capital

• Managing volatility with the cash wedge strategy, Manulife Investments

• Weekend Reading: Your Retirement Withdrawals Edition, Boomer & Echo