Asset Repositioning

In today’s economy, certain types of fixed interest rate financial assets could be an inefficient conduit for transferring wealth to heirs. This article, featured in April 2012 by LifeHealthPro, explains how assets such as CDs, money markets, corporate bond funds, and U.S. government securities are among those investment instruments whose yields have declined dramatically. Asset repositioning, a way to produce an increased income stream while transferring an equal or greater asset value to heirs, is explained and further demonstrated with a case study.
Download a PDF of the article here or read it online.