Specialized Planning
Portfolio Withdrawal Planning:
Detailed strategies for withdrawing income from portfolios to maximize the probability the portfolio will provide income throughout a desired timeframe. With life expectancies increasing, the length of the average retirement also gets longer. Retirements of 25, 30 years or longer are becoming increasingly common. Making a portfolio last as long as you live in retirement can be a difficult task without a solid plan. The analysis involves portfolio design strategies, income and estate tax planning, and the analysis of retirement account requirements.
Stock Option Exercise Planning:
Analysis and recommendation related to the optimum strategy for managing employee stock options. As key components of Executive Compensation, it is important to carefully plan the exercise of stock options to minimize income taxes, manage cash flow while balance risk. Based on the type of stock options you have been granted, there are specific rules and tax consequences applicable to the exercise and sale of the stock options. We develop the most appropriate strategy for you to preserve and/or maximize the value of stock options and mitigate tax consequences.
Statistical Simulation:
Modeling – Financial modeling of scenarios under various assumptions and uncertain conditions to provide better information for decision-making. The statistical simulation provides a range of potential outcomes and reduces the decision to a probability of occurrences.