Asset Classess

Account balances are allocated three ways

Your after-tax, IRA, and Roth accounts each contain a mix of the following:

  • S&P ETF
  • TIPS Inflation Protected Bonds
  • Cash

When you are ready to commit to a particular portfolio computation, you find your shopping list for year 0 under each account, with a page for each asset type.


S&P

S&P ETF

TIPS Bonds

TIPS Inflation Protected Bonds