Beyond retirement, new insights, brighter future.
Eleanor inherited a $1.8M Traditional IRA and $450K in taxable accounts. Her primary concern was generating sufficient income to maintain her lifestyle while minimizing taxes and ensuring the long-term security of her assets. A significant portion of her late husband's investments were tied to his former employer; assessing the future viability of these investments, especially considering employee retention rates impacting company performance, was critical but difficult to quantify.
By leveraging the Employee Tenure Calculator, we analyzed the employee turnover and longevity at Eleanor's husband’s former company. The calculator revealed a concerning trend: key employees were leaving after an average of only 3.5 years. This short tenure indicated potential instability and operational risks within the company. This information allowed us to advise Eleanor to diversify away from that holding, mitigating risk and ultimately reallocating $350,000 into more stable, higher-growth sectors.
Data was gathered from publicly available sources and proprietary HR databases concerning the employee tenure at the relevant company. This data was then processed through the Employee Tenure Calculator to generate a clear, concise report on employee retention trends.
$350,000 redeployed for greater stability and projected 8% annualized return over 10 years.
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