Inflation, I bonds, HSAs and inherited IRAs
In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Edelman Financial Engines wealth planner Brian Leslie to discuss different investment vehicles for your money, including I bonds, Treasury Inflation-Protected Security bonds, health savings accounts and more. Later in the episode, Jean, Soledad and Brian talk to a caller who has a question about what to do with an inherited IRA.
Callers are prerecorded and prescreened.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.