Balancing College Dreams with Retirement Security
The Johnsons, at ages 42 and 44, were diligently saving for retirement, accumulating $2.1 million. However, the impending costs of sending three children (ages 8, 12, and 15) to college simultaneously threatened to derail their long-term financial plan. They felt overwhelmed by conflicting priorities and uncertain about the best course of action.
Using the Forward Premium Calculator, Golden Door Asset identified an arbitrage opportunity in the forward currency market. By strategically leveraging forward contracts, the Johnsons were able to lock in favorable exchange rates for anticipated future education expenses denominated in foreign currencies. This shielded them from potential currency fluctuations and generated an immediate premium.
The Forward Premium Calculator was used in conjunction with real-time exchange rate data from Bloomberg Terminal and a proprietary algorithm to identify and execute the forward premium arbitrage strategy.
$150,000 in additional investment gains over a 10 year period, allowing The Johnsons to fully fund 529 plans for all 3 children without impacting their existing retirement plan.
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