Many thanks for all the information and helpful tools associated with this forum. In particular with this question, I'm very appreciative of the tool tipsladder.com and the many discussions regarding TIPS.
DH and I have created/purchased a TIPS ladder to start in 5 years (age 65) to last 15 years (age 80). This will supplement SS and could be considered part of a "Liability Matched Portfolio" (LMP). It is held in a Traditional IRA at Fidelity.
The first rung consists of pre-ladder interest. I have two questions:
1) As interest accrues in the account, ultimately to become the first rung, how should we invest the funds over the next four years?
2) Does the TIPS ladder tool (tipsladder.com) make certain assumptions about pre-ladder interest being (or not being) indexed to inflation?
L.
DH and I have created/purchased a TIPS ladder to start in 5 years (age 65) to last 15 years (age 80). This will supplement SS and could be considered part of a "Liability Matched Portfolio" (LMP). It is held in a Traditional IRA at Fidelity.
The first rung consists of pre-ladder interest. I have two questions:
1) As interest accrues in the account, ultimately to become the first rung, how should we invest the funds over the next four years?
2) Does the TIPS ladder tool (tipsladder.com) make certain assumptions about pre-ladder interest being (or not being) indexed to inflation?
L.
Statistics: Posted by VgSince1982-2 — Wed May 22, 2024 12:53 pm — Replies 0 — Views 82