I'm sure you and I will both be a little sad to redeem some of our 6.3% to 6.9% I-Bonds…
clearlyc, for what it's worth, I have used the Form 5511 to transfer I-Bonds from our personal accounts to our…
[…] have reported in I Bond rate issues twice a year. via Tipswatchthe new rate for May 2026 to October…
When taxes give you lemons, make lemonade! Great pivot. You converted roughly an additional $120,000, which will reduce your future…
Monthly Archives: November 2024
IVOL, a once-hot inflation-fighting ETF, has produced poor results
By David Enna, Tipswatch.com My philosophy of investing is pretty simple: Stick to your asset allocation, layer in some inflation protection, and avoid undue risk, especially in your fixed-income holdings. So for fixed income, I am a fan of low-cost, … Continue reading
Posted in ETFs, Inflation, Investing in TIPS
Tagged inflation, interest-rates, investing
19 Comments
10-year TIPS reopening auction gets real yield of 2.071%
By David Enna, Tipswatch.com The Treasury’s reopening auction of a 10-year Treasury Inflation-Protected Security — CUSIP 91282CLE9 — generated a real yield to maturity of 2.071%, right in line with where this TIPS was trading this morning on the secondary … Continue reading
Posted in Inflation, Investing in TIPS
Tagged bonds, economy, finance, inflation, investing, investment, personal-finance, Treasury investments
16 Comments
Thursday’s 10-year TIPS auction will benefit from surge in real yields
By David Enna, Tipswatch.com Reality is beginning to settle in on the U.S. bond market. Even as the Federal Reserve continues to cut short-term interest rates, longer-term yields have been rising in recent weeks as the market: As a result, … Continue reading
Posted in Federal Reserve, Inflation, Investing in TIPS, TreasuryDirect
13 Comments
Medicare costs for 2025, once again, are rising faster than inflation
Part B costs, deductibles and IRMAA surcharges will increase about 5.9% next year. By David Enna, Tipswatch.com Just a month ago, Social Security beneficiaries learned their benefits would rise by 2.5% starting in 2025, the lowest increase in four years. … Continue reading
U.S. annual inflation ticks up to 2.6%, but matches expectations
By David Enna, Tipswatch.com It’s good news when a monthly U.S. inflation report matches expectations. And October delivered, even though annual all-items inflation ticked higher and core remained too strong for comfort. The U.S. Bureau of Labor Statistics reported that … Continue reading
Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS, Savings Bond
Tagged economy, finance, inflation, investing, news
11 Comments
Treasury Inflation-Protected Securities 
Ever since I have had to take RMDs (a few years now), I have offset some or most of that…