How to use laddered inflation-indexed bonds (i.e., TIPS), CDs, fixed annuities, and fixed index annuities to meet retirement living expenses while worrying less about running out of money.
Topics covered include:
- How individuals can use liability-driven investment strategies
- Why now is the best opportunity to buy Treasury Inflation Protection Securities in 15 years
- How to use bond ladders
- How deferred fixed and deferred variable annuities work
- How to analyze fixed index annuities
For more information on this episode click here.
Show Notes
Worry-Free Investing by Zvi Bodie and Michael J. Clowes
New 5-year TIPS auctions with a real yield of 1.732%, highest in 15 years—TIPSwatch
Complete List of Multi-Year Guaranteed Annuities (MYGAs), October 26, 2022—ImmediateAnnuities.com
Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement by Wade Pfau
A Complete Guide to Investing in TIPS and I Bonds—Money for the Rest of Us
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279: Why All Retirees Should Consider an Income Annuity
326: The New Math of Retirement Spending and Investing
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