Unlocking income potential, mitigating market risk.
Eleanor recently inherited a $1.8 million Traditional IRA and possesses $450,000 in taxable accounts. She needed a reliable income stream to cover living expenses while also preserving capital and considering the tax implications of her inherited IRA and estate planning needs, specifically addressing required minimum distributions (RMDs).
We implemented a covered call strategy on a portion of Eleanor's dividend-paying stock holdings within her taxable accounts. Using the Call Option Calculator, we identified specific call options that would generate an additional $22,000 in annual income, while simultaneously mitigating downside risk. Furthermore, using a Put Option Calculator, we analyzed protective put strategies to further limit potential losses in a volatile market.
The Call Option Calculator was used to determine optimal strike prices and expiration dates for covered call positions. Tax Equivalent Yield Calculator was also used to ensure tax efficiency when comparing returns on different investment instruments.
$22,000 in additional annual income generation, coupled with reduced portfolio volatility, leading to a more secure financial future.
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