On Retirement Income, Part 4: Stock/Bond Portfolios and Sequence-of-Returns Risk
The “4% Rule” and “Fixed Percentage Rule” are opposites…but both involve risk, including a scary beast call “sequence-of-returns” risk.
On Retirement Income, Part 3: From Mindless Inconsistency to Mindless Consistency
As “Bob and Fred’s Excellent Adventure” resumes, they hop in a time machine to try a completely opposite retirement income strategy. Does it wok better?
On Retirement Income, Part 2: The 4% Rule Launches a Bigger Discussion
Let’s dig further into the facts and foibles of the 4% rule, as a launchpad for a broader discussion about retirement income.
On Retirement Income, Part 1: A 4% Rule Fable
Twin brothers, same age, same assets, same everything…but one has a “safe withdrawal rate” 34% larger than the other?! Find out how that (could have) happened as Round Table’s latest article kicks off our series on retirement income.
My Dream Annuity
A CPI-adjusted life annuity with a cash value…the stuff dreams are made of!
I-Bonds vs. TIPS: Compare and Contrast
This article presents an in-depth compare/contrast between I-Bonds and TIPS, with basic facts and color commentary—including several surprising discoveries!
How Round Table Uses TIPS to Target Inflation-Protected Income
Treasury Inflation-Protected Securities (TIPS) can be used to build inflation-protected income to cover annual spending needs in retirement. Find out how Round Table builds TIPS portfolios for retirement income in this article.
Inflation is Up, but the Cost of Inflation-Protected Income is Down
In the past 18 months, the inflation rate has jumped more than 6X, but the cost to purchase inflation-protected income with TIPS has declined ~20%! Find out how, why, and what you can potentially do to take advantage.