Benefits of a GRAT when market values are low

CIBC Private Wealth US

内容由CIBC Private Wealth - Matt Mammola and CIBC Private Wealth提供。所有播客内容（包括剧集、图形和播客描述）均由 CIBC Private Wealth - Matt Mammola and CIBC Private Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

5y ago 8:07

MP3•单集首页

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集单集

#Trading #Business #Business News #News #CIBC Private Wealth - Matt Mammola #CIBC Private Wealth #Private Wealth Management Investing Money