Treasury Inflation Protected Securities(TIPS)

At current yields (as of 2024-11-15) a 30 year TIPS ladder can provide a a Safe Withdrawal Rate of 4.53%, and a real yield of 2.26%.

How to buy @ Fidelity

  • Accounts and trade
  • Trade
  • Fixed income
  • Select Bonds tab under search(2nd over from Yields).
  • Just inside the Bonds tab in small print: Tips (secondary) or tips (auction)
  • For secondary, put in the maturity date
  • Then when the list pops up hit buy

More info at this bogleheads forum thread.

Laddering / Matching.

If you know you need $x/yr, a TIPS ladder is a perfect approach to meet those needs on a gauranteed basis. Let’s say you need $40k/yr.

So you would buy enough TIPS that every year, $40k matures, to guarantee your income. The math can be annoying, but https://www.tipsladder.com does the math for you. Or an excel spreadsheet is available here

More info on the idea here and specifically aroung using tips here.

Some Resources