Thursday, 10 December 2015

Why low rates mean you need to save more

A LOW interest rate policy is designed, in part, to make people save less and spend more. The problem is that this approach eventually hits a wall. That is because the biggest reason people need to save is to cover their retirement, when they need to convert their savings into an income. And then low rates have a perverse effect.

Say you want a $20,000 private  income (indexed to inflation) in retirement to top up your state pension/social security. The size of the pot you need depends very much on the income you can generate. So look at this simple table

Income rate                 Size of pot ($)

5%                              400,000

4%                              500,000

3%                              666,666

2%                              1,000,000

If 2% seems a low income rate, remember that US TIPS - the only way of guaranteeing an inflation-linked income -...Continue reading

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