Navigating Widowhood with Strategic Financial Planning
Eleanor recently inherited a $1.8M Traditional IRA and possesses $450K in taxable accounts, totaling $2.25M. She's overwhelmed by the prospect of managing these assets, needs reliable income to maintain her current lifestyle, and worries about preserving her wealth for her children and grandchildren while minimizing potential tax liabilities.
We used the Market Capitalization Calculator to evaluate the market capitalization of potential investments within Eleanor’s portfolio. By understanding the size and stability of companies, we diversified her holdings into a mix of large-cap dividend stocks and stable ETFs. This strategy is projected to generate $90,000 in annual income while minimizing risk and exposure to volatility.
The Market Capitalization Calculator helped us to select companies with market caps aligning with Eleanor's risk tolerance. We also used the Tax Equivalent Yield calculator to compare taxable and tax-advantaged investments and Debt-to-Asset Ratio to assess the leverage of potential portfolio companies.
$90,000 annual income, optimized asset allocation for downside protection, and a structured estate plan reducing potential estate taxes by an estimated $75,000.
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