11.09.2023 - TIPS
Inflation-Proof your Retirement with TIPS
Presented by 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
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.
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.
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.