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Old 07-09-2008, 07:06 AM   #61
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The Evensky and Katz stategy is very similar to Ray Lucia's "Buckets of Money" (registered trademark) strategy. Which, btw, I have adopted.

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Old 07-09-2008, 07:29 AM   #62
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Originally Posted by hogwild View Post
The Evensky and Katz stategy is very similar to Ray Lucia's "Buckets of Money" (registered trademark) strategy. Which, btw, I have adopted.
Agree. The main differences to me are that Lucia calls for a bit more in cash and offers a more sophisticated withdrawal strategy. He also has modeled and tested his plan more thoroughly - Evensky's is more anecdotal.

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