Letter to Investors: Inflation is a Monetary Phenomena
Dear Colleagues, Clients and Friends, n n What a year it has been. There is a lot to talk about, consider, and take action on as the gears of the world economy and monetary policy continue to lurch forward. We are in an interesting time and the consequences of the action during this time will…
Read articleIntergenerational Split Dollar Plans
If you have significant assets that you wish to protect n n … over multiple generations, and would like to use a tax-efficient approach for transferring your wealth, there is a solution that has the potential to benefit your children, grandchildren, and future generations. n n An Intergenerational Split Dollar plan can help create a…
Read articleKing Dollar’s Decline Ripples Across the Globe
(Reuters) – An accelerating decline in the U.S. dollar is reverberating around the world, adding fuel to a global momentum rally that has boosted prices for everything from technology stocks to gold. n n Click here to read the full article at Reuters.com n n The U.S. dollar index =USD, which measures the greenback against…
Read articleTax Court Nailed Taxpayer’s Insurance Plan: Morrissette Case And What It Means
Introduction to Morrissette n The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021) put the kibosh on a complex insurance tax plan and handed the IRS a victory. n n Click here to read the full article on Forbes.com n n The case has been nicknamed…
Read articleSERP: For Key Executive Retention
A supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are reserved for the company’s elite. n n Click here to read the full article at SmartAsset.com n n A SERP is a non-qualified deferred compensation plan offered to a company’s key employees, including CEOs, CFOs…
Read articleThe Great Inflation Debate
The S&P 500 declined 4.0% from May 10 to May 12, the largest three-day selloff in five months. The Nasdaq composite declined 5.2% and the Russell 2000 index of small capitalization stocks declined 6.0%. We believe investor concerns about inflation sparked the pullback. n n Click here to read the full article from Roosevelt Investments…
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