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For a 58 y o retiree with a portfolio heavy on cash, on target on stocks and real estate, and light on bonds, would starting a TIPS ladder by buying individual bonds at auction (as opposed to funds for price protection, predicting rising interrest rates) in a retirement account be practical? Or...

Thanks for the reply, Gotadimple! But please explain, what do you mean when you refer to the "long run" scenario? And under what conditions would a balanced portfolio be less risky than an all-TIPS portfolio, which almost guarantees Bob to beat inflation in any market, despite the scenario...

Bob has $120,000 in carryover losses going into 2010. Bob owns a mutual index fund with $200,000 unrealized gains over cost basis. Bob's index fund is scheduled for an end-of-the-year distribution of $5,000 to Bob on Dec 30, if Bob does not sell any of his fund before then. Bob contemplates...

OK, this may seem sort of naive, since for some reason we all are convinced we need balanced portfolios, but....HYPOTHETICALLY, let's say Bob figures, applying the 4% rule, that he can live comfortably on $x/yr in 2010 dollars . Let's say he's figuring on a 30 year forward horizon until...