You Can Now Convert Unused 529 Funds Into A Roth IRA For Your Beneficiary 529 college savings plans have become a popular vehicle for parents and grandparents to set aside money for their children or grandchildren's’ college expenses. Read more…
How to Build Generational Wealth
A key marker of personal financial success is building generational wealth. If managed appropriately, generational wealth can maintain family-owned businesses, develop financial literacy for years, and generate passive income for future family members through investments. More importantly, Read more…
The Secure Act 2.0: What You Need to Know
The Secure Act, passed in 2019, brought many changes to the retirement and financial planning landscape. We re-capped some of the biggest impacts of the original bill in a webinar that you can now access on-demand in the Plancorp resource library. Read more…
Doing Your Due Diligence on a Private Equity Investment Offer
In our Plancorp Family Office practice, we often work with clients who are frequently presented with opportunities to invest in non-traditional offerings such as private equity, private real estate, hedge funds, etc. Read more…
5 Considerations for a Successful Wealth Transfer
You’ve worked your whole life to build and maintain your wealth, so thinking about passing it on can seem daunting. How much should you tell your children about your finances? And how can you distribute your wealth in a way that supports your heirs, as well as your community? Read more…
