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Boost The 4% Rule To 4.7% . . . Guaranteed

Rob Berger 0:35

47,998 views · 1,104 likes Watch on YouTube ↗

With TIPS yielding about 2.5% AFTER inflation, you can now build a 30-year TIPS ladder that will fund a 30-year retirement starting with a 4.7% withdrawal rate.

Here's a more detailed video with all the details: https://www.youtube.com/watch?v=WMSOdk9Ga_Q

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Video Resources
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Real Yields: https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_real_yield_curve&field_tdr_date_value_month=202310
Nominal Yields: https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value_month=202310
Breakeven Inflation Rate: https://fred.stlouisfed.org/series/T10YIE
TIPS Ladder Tool: https://www.tipsladder.com/
BlackRock TIPS ETFs: https://www.ishares.com/us/strategies/bond-etfs/build-better-bond-ladders
BlackRock Bond Ladder Tool: https://www.ishares.com/us/resources/tools/ibonds

#TIPS #bondladder #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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