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Worry-Free Retirement Investing
Episode 407

Worry-Free Retirement Investing

Money For the Rest of Us · Money For the Rest of Us

October 26, 202224m 43s

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Show Notes

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

Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity, Quoted on an Investment Basis, Inflation-Indexed—FRED

Market Yield on U.S. Treasury Securities at 5-Year Constant Maturity, Quoted on an Investment Basis, Inflation-Indexed—FRED

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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Topics

BUSINESSInvestingEconomicsInvesting PodcastEconomy