Optimizing Inherited Assets for Sustainable Income
Eleanor's taxable account held a significant position in a regional distributor considering expanding their product line. She was unsure whether the proposed investment, a new line of artisanal cheeses, would generate sufficient return to justify the capital outlay given her income needs and risk tolerance, potentially diminishing her long-term financial security.
Using the GMROI Calculator, we analyzed the distributor's projected gross margin and average inventory cost for the new cheese line. The calculator revealed a GMROI of 1.15, indicating marginal profitability and suggesting the funds could be better allocated to other investments with a higher potential return. We then used the Tax Equivalent Yield calculator to identify municipal bonds that could provide consistent tax-free income for Eleanor.
We utilized sensitivity analysis within the GMROI Calculator by adjusting the projected gross margin based on different sales forecasts to assess the potential range of outcomes. We then compared the output against alternative investment options using the Tax Equivalent Yield Calculator, and chose the highest yielding option.
$15,000 in increased annual income by reallocating funds from a marginal business venture into more stable, higher-yielding municipal bonds, while also simplifying her taxable obligations.
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