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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Easier Investing, Richer Life: TIPS Ladders to Annuities

Money For the Rest of Us

Easier Investing, Richer Life: TIPS Ladders to Annuities