Faculty Publications

Title

3 Ways To Incorporate Bonds Into Your Retirement Strategy

Document Type

Article

Publication Date

1-17-2017

Abstract

Bonds can be incorporated directly into a retirement strategy in three broad ways:

An assets-only approach to build a total returns investment portfolio, Matching the duration of bond funds to the duration of the retirement liability, and Holding individual bonds to maturity to generate the desired cash flows to fund expenses on an ongoing basis throughout retirement.