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Allan
Inflation-Proof your Retirement with TIPS
Guest Expert: 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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11.09.2023 - TIPS

Attendees Rating:

Excellent (81%)
Average (12%)
Below Average (7%)

Attendees Comments:

A few comments from listeners when asked what they learned from this webinar:
Finally got a handle on TIPS and the use of TIPS ladders to generate safe income.
- Richard E.

Would not have thought much of this but curious and I respect Alan's abilities. Might be a good approach for my scared to death clients.
- Paul W.

What really is benefit of TIPS ladder and the techniques to make one.
- Jeff B.

That the IShares defined maturity TIPS ETFs are a solid option for smaller investment purchases.
- David C.

TIPS STRIPS, and eliminating the reinvestment risk and increasing the simplicity of implementing a TIPS ladder for retirement spending.
- Michael H.
Comments
A few comments from listeners when asked what they learned from this webinar:
Finally got a handle on TIPS and the use of TIPS ladders to generate safe income.
- Richard E.

Would not have thought much of this but curious and I respect Alan's abilities. Might be a good approach for my scared to death clients.
- Paul W.

What really is benefit of TIPS ladder and the techniques to make one.
- Jeff B.

That the IShares defined maturity TIPS ETFs are a solid option for smaller investment purchases.
- David C.

TIPS STRIPS, and eliminating the reinvestment risk and increasing the simplicity of implementing a TIPS ladder for retirement spending.
- Michael H.