Webinar Registration

Inflation-Proof your Retirement with TIPS

Thursday, November 9, 2023 at 4:00 PM ET

Fee-only Financial Planner

Allan Roth, MBA, CPA, CFP®

Wealth Logic, LLC

With interest rates cooling, it's time to take a look at Treasury inflation-protected securities, aka "TIPS." Join widely respected financial planner Allan Roth to learn why and how he recently built a $1 million, 30-year ladder of individual TIPS for his own family. As each slice matures, the principal and income will provide inflation-adjusted cash equal to about $45,000 a year in today’s dollars, he says. What's particularly noteworthy is this strategy yields a withdrawal rate of 4.5% pretax for 30 years if the TIPS are held to maturity.

Source: Wall Street Journal

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