Strategic Planning for Secure Legacy
Eleanor is overwhelmed managing a large inherited IRA while also maintaining her lifestyle with existing taxable assets. She worries about minimizing taxes on required minimum distributions (RMDs) from her $1.8M IRA and ensuring sufficient income to cover her expenses, estimated at $85,000 annually, without depleting her assets prematurely.
Using the 'Man Hours Calculator', Golden Door Asset projected the estimated time it would take Eleanor herself, as a novice, to research and implement a comprehensive retirement plan, conservatively estimated at 200 hours. By entrusting Golden Door, Eleanor frees up valuable time and gains access to professional expertise, ensuring a tax-efficient withdrawal strategy from her IRA and generating consistent income from her $450K taxable accounts. We also factored in the 'Tax Equivalent Yield' calculator to determine the most advantageous investment vehicles, after accounting for her tax bracket.
The 'Man Hours Calculator' output provided a tangible representation of the value of professional financial planning, factoring in Eleanor’s assumed hourly rate for tasks performed. The 'Tax Equivalent Yield' calculator helped identify the optimal investment vehicles.
$65,000 reduction in estimated tax burden over the next ten years, allowing for increased bequests to her beneficiaries.
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.
