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Benefits of a GRAT when market values are low
Manage episode 258423248 series 2154733
Content provided by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This is the first in a six-part series that focuses on proactive planning strategies in a volatile market.
Global pandemic fears, plunging stocks, the Fed’s emergency interest rate cut and a steep decline in 10-year Treasury yields wreaked havoc on many investment portfolios in recent weeks.
Regardless of how bleak the situation may appear, low stock prices and rock-bottom interest rates are creating potentially ideal conditions for certain wealth planning strategies. While increased market volatility can be unnerving for even the best investors, times like these can also present opportunities to implement wealth transfer strategies that can generate significant tax savings. One such strategy is the grantor retained annuity trust (GRAT).
Learn more about proactive planning during a time of uncertainty and volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45 episodes
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Manage episode 258423248 series 2154733
Content provided by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This is the first in a six-part series that focuses on proactive planning strategies in a volatile market.
Global pandemic fears, plunging stocks, the Fed’s emergency interest rate cut and a steep decline in 10-year Treasury yields wreaked havoc on many investment portfolios in recent weeks.
Regardless of how bleak the situation may appear, low stock prices and rock-bottom interest rates are creating potentially ideal conditions for certain wealth planning strategies. While increased market volatility can be unnerving for even the best investors, times like these can also present opportunities to implement wealth transfer strategies that can generate significant tax savings. One such strategy is the grantor retained annuity trust (GRAT).
Learn more about proactive planning during a time of uncertainty and volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45 episodes
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Similar to CIBC Private Wealth US
Listen for today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
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continue reading
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continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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continue reading
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are ...
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