Minnesota Estate Tax

Bryan Pratt By | On September 13, 2017

As part of the state tax bill passed earlier this summer, the MN Estate Tax exemption will be increasing over the next few years (2017 to 2020.) The exemption was also retroactively increased from $1.8 million to $2.1 million for 2017. This change will allow the exemption to rise above the $2 million per person […]

MN Tax Deduction for 529 Plans

Bryan Pratt By | On August 3, 2017

Minnesota taxpayers now have the option of claiming either a state tax credit or deduction for contributions to a 529 college savings plan. This change goes into effect for the 2017 tax year. The first option is a deduction of up to $3,000 for a married couple filing jointly or $1,500 for all other filers […]

Secure Messages in Investor360®

Bryan Pratt By | On May 9, 2017

We are excited to announce a new secure messaging system that you can access right from Investor360°®. The next time you log in, you will notice a new Messages tab at the top of the page. Investor360° Messages functions much like other e-mail applications you may be familiar with and allows you to easily and securely: […]

Outlook 2017

Bryan Pratt By | On January 3, 2017

We started 2016 with the hope that it would be the year the economy normalized. But between the stock market pullback early in the year after the surprise Chinese devaluation; the political theater surrounding the primaries and general election; the ongoing volatility in the oil market; and the sudden surge in the dollar, which hit […]

2016 Midyear Update

Bryan Pratt By | On June 9, 2016

It has been an exciting year so far. With U.S. markets dropping 15 percent in the first quarter before rebounding, and many international markets having done worse, the red flag has been raised for market risks. With Europe continuing to wrestle with economic and political challenges, the prospect of a breakup of the union via […]

H&R Block® & TurboTax® Integration

Bryan Pratt By | On February 22, 2016

If you are using H&R Block® or TurboTax® software to complete your 2015 taxes, Investor360°® can now save you time by accurately transferring the investment account information you’ll need to complete your federal return. Take a look at the following brochures for instructions on how to access, select, and import everything you need safely and easily: H&R […]

Social Security Changes

Bryan Pratt By | On November 11, 2015

President Obama recently signed the Bipartisan Budget Act of 2015 into law. Among other things, this two-year budget deal contains several provisions designed to close perceived loopholes in social security claiming strategies. Those most likely to be affected by this legislation are individuals who have yet to claim their benefits and who planned to employ […]

Market Reality Check: What to Make of the Recent Decline

Bryan Pratt By | On August 24, 2015

The past week, August 17th – 21st, was rough for financial markets, especially here in the U.S., and it looks like the damage is continuing as we start the final week of August. As of Monday morning, Asian and European markets are down, with China getting hit particularly hard, and U.S. markets opening with some […]

Year-End Financial Planning

Bryan Pratt By | On December 2, 2014

With the end of 2014 quickly approaching, it is a wonderful time to begin organizing your finances for the New Year. We’ve put together a list of important financial planning topics that warrant consideration. Flexible spending accounts Money that you’ve put away in your flexible spending accounts (FSAs) generally must be used by year-end or […]

PKA Newsletter (2014 Q3)

Bryan Pratt By | On October 3, 2014

At the close of each calendar quarter, we publish a Newsletter to highlight various events from the prior three months. Our Newsletter for the third quarter of 2014 has just been released and can be viewed by clicking the link below: PKA Newsletter 2014 Q3   If you would like to view Newsletters from previous […]