Crafting a secure financial future.
Eleanor is overwhelmed managing her late husband's $1.8 million Traditional IRA and $450,000 taxable accounts. She needs a consistent income stream to maintain her lifestyle, but fears making investment decisions that could deplete her assets or create unnecessary tax liabilities. She lacks confidence in managing risk and is unsure how to best structure her estate for her children.
We used the Stock Profit Calculator to analyze past stock holdings within her taxable account. By identifying underperforming assets and calculating potential gains from strategic sales, we repositioned $150,000 into dividend-yielding stocks and low-risk bonds. We also utilized the Tax Equivalent Yield Calculator to identify tax-advantaged investments, optimizing her income strategy while minimizing tax burdens.
The Stock Profit Calculator allowed us to meticulously analyze her existing stock portfolio, factoring in purchase prices, sale prices, and commission fees. The Tax Equivalent Yield Calculator helped compare taxable bonds with municipal bonds, optimizing her after-tax yield.
$25,000 increase in annual income, and a projected $80,000 reduction in estate taxes through strategic gifting.
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