Investment Insights Blog | Plancorp | Tax Strategy (5)

How to Use Grantor Retained Annuity Trusts (GRATs) to Transfer Wealth to Beneficiaries Tax-Free

One of our most important responsibilities is helping clients achieve financial independence. We love when we can tell them they have enough money to do whatever they want for the rest of their lives. But that milestone is hardly the end of the wealth management process. The next question we like Read more…

7 Tax Reduction Strategies to Help Your Portfolio During a Crisis

When events such as COVID-19 occur, investors often feel at the mercy of wildly fluctuating portfolios. Investing in the market involves risk — your portfolio will go down. And according to the math of percentages, the more significant your losses, the more returns you’ll need to break even. Read more…

What Does it Mean to Be an ESG Investor?

In late 2017, I was tasked with building Environmental, Social, and Governance (ESG) portfolios for Plancorp. To be honest, I was initially less than thrilled; my past experiences with these types of portfolios were not necessarily positive. Read more…

What Business Owners Should Look for in a 401(k) Advisor

We know business owners don’t start their business to oversee healthcare plans or manage a 401(k) plan. However, benefit plans are necessary to recruit and keep employees, so it’s important to find someone you can trust will help your plan, your employees, and your business. Read more…

What Women Need to Know About the SECURE Act

At this point in your life, you probably worry more about paying back student loans than you do saving for retirement. However, the days of retiring to a Florida beach — or wherever floats your boat — aren’t as far off as they seem. Read more…

Three Ways to Make the Most of Your Recovery Rebate

The American Enterprise Institute estimates 91% of American families will receive a check from the US government as part of the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act. They also expect the average Recovery Rebate check to be $1,729, with some Americans receiving them Read more…

COVID-19 Summarizing Recent Legislation and Tax Relief

As we all learn to live with the impact the coronavirus is having on our daily lives, recent legislation and relief from the federal government seeks to alleviate the financial impact of COVID-19. The most significant piece of legislation is the Coronavirus Aid, Relief and Economic Security Act. Read more…

7 Ways You Can Take Advantage of the Down Market

Volatility and risk are part of the stock market experience – it’s why stocks produce higher returns than less-risky assets over long periods of time. We say this often, it’s easy to forget when the market declines. Read more…

U.S. Treasury Extends Tax Filing Deadline, Some States Follow Suit

The Treasury Department and Internal Revenue Service recently announced that the federal income tax filing due date had been automatically extended from April 15, 2020 to July 15, 2020.  Saturday’s release updated the notice issued on March 18th that payments could be deferred but not filing.  Read more…

The SECURE Act. What is it? How will it affect you?

The SECURE Act just became law. The SECURE Act is the largest change to corporate retirement plan laws since the Pension Protection act of 2006, so if you are a business owner, help operate your company’s retirement plan or a CPA there are a lot of changes to be aware of.  Read more…

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