11.08.2023 - By J. David Stein
What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize.
Topics covered include:Why the stock market is more risky than many people realizeIs it too late to invest in TIPS as one advisor suggestsHow TIPS and TIPS ladders workHow immediate annuities workThe pros and cons of a TIPS ladder versus an immediate annuity
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Show Notes
Effortless: Make It Easier to Do What Matters Most by Greg McKeown
Essentialism: The Disciplined Pursuit of Less by Greg McKeown
Skin in the Game by Nassim Nicholas Taleb
Worry-Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals by Zvi Bodie and Michael J. Clowes
Safe Haven: Investing for Financial Storms by Mark Spitznagel
A Complete Guide to Investing in I Bonds and TIPS
TipsLadder
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