How do I compare inflation protected short-term funds to the nominal variety? There has to be some sort of premium for that protection. Is it worth it? Or is it pretty insignificant. Also, the phantom tax makes I-P better in tax advantaged accts. I would need more fixed income so the remainder of nominal S-T treasurys would be on the taxable side. I'm not sure if that's right.
Jonathan, as I recall you split 50/50 between regular treasuries and inflation protected. Would you hold inflation protected in taxable acct if there isn't space on tax advantaged side? Or would the split be forced to favor regular treasuries?
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How do I compare inflation protected short-term funds to the nominal variety? There has to be some sort of premium for that protection. Is it worth it? Or is it pretty insignificant. Also, the phantom tax makes I-P better in tax advantaged accts. I would need more fixed income so the remainder of nominal S-T treasurys would be on the taxable side. I'm not sure if that's right.
Post: Treading Gingerly
Link to comment from July 17, 2022
Jonathan, as I recall you split 50/50 between regular treasuries and inflation protected. Would you hold inflation protected in taxable acct if there isn't space on tax advantaged side? Or would the split be forced to favor regular treasuries?
Post: Neglected Ideas
Link to comment from July 14, 2022