Protecting assets and generating retirement income.
Eleanor was overwhelmed by managing her $1.8 million IRA and $450,000 in taxable investments. She lacked confidence in stock picking and worried about outliving her assets. Determining sustainable withdrawal rates while navigating market volatility was a significant concern.
Using the Graham Number Calculator, we identified undervalued stocks with solid fundamentals, focusing on companies where the market price was significantly below the calculated intrinsic value. We diversified her portfolio with these selections, balancing risk and potential returns. Tax-Equivalent Yield calculator helped determine the tax advantage of municipal bonds in her taxable accounts. We determined her equity allocation should primarily focus on companies with a Graham Number exceeding the current market price by at least 20%, providing a margin of safety.
The Graham Number Calculator required inputting earnings per share and book value per share for each stock considered. We used readily available data from financial websites and her brokerage statements. The Tax Equivalent Yield Calculator provided a clear comparison of taxable and tax-exempt investments.
$35,000 in additional annual income while maintaining portfolio value, and tax optimization strategies saving $7,000 annually.
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