Retirement Income with Bonds
Turn your Treasury portfolio into a reliable monthly paycheck.
What you'll learn
Course curriculum
5 modules · 21 lessons
Why accumulation strategies fail in retirement and how bonds solve the sequence-of-returns risk.
- Sequence-of-Returns Risk: The Retirement Killer12 min
- The 4% Rule and Its Limits10 min
- Why Bonds Belong in Retirement Portfolios9 min
- Retirement Income Planning Checklist5 min
Included resources
Income Ladder Calculator (Excel)
Model your retirement income ladder with any portfolio size.
Social Security Bridge Calculator
Calculate the optimal age to claim based on your bond bridge strategy.
RMD Planning Worksheet
Project your RMDs and plan withdrawals to minimize taxes.
Retirement Bond Plan Template
A complete fill-in-the-blank retirement income plan template.
Enroll today
One-time payment. Lifetime access. No subscription.
Essential
- All 5 modules (24 lessons)
- Income ladder calculator (Excel)
- Social Security coordination worksheet
- RMD planning guide
- Lifetime access
Complete
- Everything in Essential
- Advanced Roth conversion strategies
- Private members community
- Monthly live Q&A with instructors
- Priority email support
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Browse all coursesEducational content only. This course is for informational and educational purposes only. Nothing in this course constitutes financial, investment, tax, or legal advice. Past yields on Treasury securities are not indicative of future results. Always consult a qualified financial advisor before making investment decisions. BondBridge LLC is not a registered investment advisor, broker-dealer, or financial institution.