Financial Basics · Savings & Cash

Savings Accounts

Definition

Savings vehicles for money you need in the next 0–5 years include high-yield savings accounts (HYSA), money market funds, certificates of deposit (CDs), Treasury bills, and I-bonds. Each has different tradeoffs between liquidity, yield, and safety.

Why it matters in retirement

Retirees typically keep 1–3 years of living expenses in cash to avoid selling stocks during a downturn. Where you keep that cash matters — a HYSA at 4.5% beats a traditional bank at 0.01% by $4,500/year on $100,000.

Key Numbers — 2026

HYSA yield (recent)
~4.0–4.5%
Money market fund
~4.5%
1-yr Treasury yield
~4.3%
I-bond fixed rate (recent)
~1.2%

Pros

  • Principal preservation
  • FDIC/SIPC insurance
  • Immediate liquidity (most)
  • No market risk

Cons

  • Below-inflation returns historically
  • Opportunity cost vs stocks/bonds
  • FDIC limits per institution
  • I-bond purchase limits

Common mistakes

  • Leaving cash at a big bank paying 0.01%
  • Keeping too much in cash (inflation-dragging)
  • Not spreading cash across FDIC limits at larger balances
  • Ignoring T-bills — state-tax-exempt and often higher yielding than CDs

Related

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