TIP$TER projects the safe, sustainable retirement budget that a tax-deferred portfolio fully invested in Treasury Invested Protected Securities (TIPS) would support. Then, it projects and compares the volatile range of retirement budgets that a diversified portfolio would support.
TIP$TER Flash Tutorials

The Problem     The Solution: TIP$TER     Case Studies     Sample Reports     Download TIP$TER     TIP$TER User Guide     Support

Note: The TIP$TER Flash Tutorials are based on an old version (1.2) of TIP$TER. 
Version 2.0 has a reorganized and considerably improved interface (see red notes below) and added functionality.
Assuming sufficient interest is shown, updated tutorials will be posted of version 2.0

Basic Tutorial

•  Specifying your retirement savings goals
•  Specifying your return expectations
•  Setting retirement budget plans
•  Modeling the impact of a "longevity" annuity on your retirement budget (note: this input has been moved to the "additional inputs/outputs" section)
•  TIP$TER's projection of the retirement expenditures sustained by a 100%-TIPS portfolio
•  TIP$TER's simulations of the retirement expenditures sustained by a diversified part-stock, part-TIPS portfolio
•  Understanding and manipulating TIP$TER's retirement budget and portfolio size charts

 

View Basic Tutorial

Advanced Tutorial

•  Modeling stock returns with mean-reverting behavior (Note: this is applicable only to TIP$TER's Monte Carlo simulation modes.  Mean reversion is inherent – and need not be specified – in the default exploratory simulation mode)
•  Modeling a valuation-dependent tactical asset allocation strategy (note: the pertinent input has been moved to the "asset allocation" input section)
•  Using TIP$TER's Asset Allocation Risk/Reward Spectrum ChartTM to project and compare the risks and rewards of different asset allocations
•  Specifying additional portfolio inputs and outputs, including college expenses, pensions, inheritances, and reverse mortgages

 View Advanced Tutorial

Adobe and Flash are registered trademarks of Adobe Systems Inc.