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Personal Investments • Re: TIPS Vs Bonds

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Of course, I forgot that in the case of negative inflation, I would lose money in TIPS.
Only if you paid more than face value, or sold before maturity. The value at maturity will never be less than face value.

And by definition, in deflation every dollar is worth more.

My back-of-the-envelope calculation for how much money my husband and I would need in retirement was,

Yearly need: $100K
Yearly from Soc Sec (based on the current SS statement): ~$50K
Yearly amount we need to provide from retirement accounts: $50K
Total years in retirement (65-100): 35
Total amount needed: $1.75 M

If I have $1.75M in TIPS, then I figure I no longer have to 'worry' about retirement. Investing in BND seems like there is still some 'risk' that I might need to manage in the future. Is my thinking on the right track?
That sounds like a perfectly reasonable scenario for building a TIPS ladder for retirement. If $1.75 million is all of your assets, I think I’d hesitate to put it ALL in that ultra-safe but low-return structure, but it’s not the very worst idea to put a substantial percentage in.

Statistics: Posted by BirdFood — Sat Aug 10, 2024 1:30 pm



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