Understand the basics of TIPS (Treasury Inflation Protected Securities)
Protect retirement income using a TIPS Ladder
Demonstrate TIPS Purchase
Portfolio Overview
Essential Expenses Plus
Portfolio Overview
Growth As much as appropriate — based on risk capacity and risk tolerance — invested in a broad, low-cost total stock market index
Liquidity Reserve 6–12 months of current spending needs held in cash or cash-like investments
Protection Reserve 5–7 years of essential spending funded through a TIPS ladder to help protect purchasing power and reduce the impact of major market downturns
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