Worry-Free Retirement Investing

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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 strategiesWhy now is the best opportunity to buy Treasury Inflation Protection Securities in 15 yearsHow to use bond laddersHow deferred fixed and deferred variable annuities workHow to analyze fixed index annuitiesFor more information on this episode click here.Show NotesWorry-Free Investing by Zvi Bodie and Michael J. ClowesMarket Yield on U.S. Treasury Securities at 10-Year Constant Maturity, Quoted on an Investment Basis, Inflation-Indexed—FREDMarket Yield on U.S. Treasury Securities at 5-Year Constant Maturity, Quoted on an Investment Basis, Inflation-Indexed—FREDNew 5-year TIPS auctions with a real yield of 1.732%, highest in 15 years—TIPSwatchComplete List of Multi-Year Guaranteed Annuities (MYGAs), October 26, 2022—ImmediateAnnuities.comSafety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement by Wade PfauA Complete Guide to Investing in TIPS and I Bonds—Money for the Rest of UsEpisode SponsorsExpress VPN – get three months free on VPN serviceAura, the new standard in digital safetyRelated Episodes279: Why All Retirees Should Consider an Income Annuity326: The New Math of Retirement Spending and InvestingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Worry-Free Retirement Investing

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Worry-Free Retirement Investing
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