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Money For the Rest of Us

Easier Investing, Richer Life: TIPS Ladders to Annuities

28 min • 8 november 2023

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 realize
  • Is it too late to invest in TIPS as one advisor suggests
  • How TIPS and TIPS ladders work
  • How immediate annuities work
  • The 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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