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Personal Investments • TIAA Traditional at 3% or Fidelity TIPS Fund FIPDX?

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So, with the new rates for SRAs published, we can see how valuable the TRAD rate reset a number of us have completed will be for its first full year.

The "black hole" vintage's yield for 2020-2021 has been increased from 3.00 to 3.25%.
The vintage I, and most of us in this thread, ended up in of 11/22 - 12/22 (inclusive) has its yield increased from 5.50% to 5.85%.
Thus the delta has moved from 2.50% (5.50 - 3.00) up to 2.60% (5.85 - 3.25). I never expected the gap to actually widen.
The new TRAD SRA rates are out for year two. Big drop this year.
The "black hole" vintage yield has been decreased from 3.25% back to the guaranteed minimum of 3.00%.
The vintage including the end of the year for 2022, when many of us reentered after our 120 days, has been cut from 5.85% down to 5.25%.
Thus the difference is still sizable but down to 2.25%. Glad I took the time to reset that vintage. It's not healing well.

Statistics: Posted by JustAnotherProf — Fri Mar 01, 2024 5:02 pm — Replies 373 — Views 31272



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