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Increase Retirement Income

A recent client came to us to review his father in-law’s portfolio.  Our review unveiled an opportunity to increase the yield of his bond portfolio while at the same time reducing the interest rate risk for the heirs of his estate.  By using individual bonds with an estate put feature in place of his current bond funds, we were able to boost the portfolio yield.    The interest rate risk was also reduced to his heirs because estate put bonds return the principal upon death of the investor.

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