Securing her financial future, strategically.
Linda’s deferred compensation is heavily reliant on the performance of underlying bonds. Rising interest rates could significantly impact the yield and therefore the value of her future payments, jeopardizing her retirement plans. Furthermore, Linda’s blended family adds complexity to her estate planning, requiring careful consideration of tax implications and asset allocation.
Using Golden Door Asset's Bond YTM Calculator, we project various yield scenarios based on different interest rate environments. By stress-testing her portfolio, we determined that a 1% increase in interest rates could reduce her annual deferred compensation income by approximately $7,500 initially. The calculator also helps optimize her bond portfolio to mitigate risk and maximize after-tax returns by identifying bonds with suitable maturities and credit ratings.
The Bond YTM Calculator allowed us to quickly analyze numerous bond options, factoring in coupon rates, maturity dates, and current market prices to determine the most suitable investments for Linda’s risk profile. We then used the Tax Equivalent Yield Calculator to identify tax-advantaged bonds.
$30,000 increase in projected retirement income over 10 years through strategic bond selection and risk mitigation.
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