Securing Retirement Income in a Volatile Market.
Eleanor inherited a $1.8M Traditional IRA and $450K in taxable accounts after her husband's passing. His logistics business used complex fuel hedging strategies involving currency forwards, which Eleanor didn't fully understand. She needed to understand the legacy of these strategies, structure her estate for minimal tax burden, and generate consistent income to maintain her lifestyle while mitigating market risks.
Using the Currency Forward Calculator, Golden Door Asset helped Eleanor analyze the historical performance of her husband's hedging strategies, revealing potential risks and opportunities. Applying the Tax Equivalent Yield calculator, the advisor was able to create a more tax-efficient allocation strategy for Eleanor, ultimately increasing her after-tax income by 8% without significantly increasing overall portfolio risk. The Put Option Calculator helped them understand strategies for downside protection against potential currency fluctuations.
The Currency Forward Calculator was used to backtest historical hedging decisions. The Tax Equivalent Yield Calculator aided in adjusting asset allocation for optimal tax efficiency. The Put Option Calculator was utilized to explore ways to hedge currency risks within Eleanor's portfolio.
$36,000 increase in annual after-tax income plus a clearer understanding of the existing currency hedges.
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