A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Related Content What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making. Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.