OUR THOUGHTS

Schneider Downs Wealth Management Insights

This feed lists the most recent ten Schneider Downs Wealth Management Insights

Time to Revisit Your International Stock Exposure

Since the end of the financial crisis in 2009, the U.S. stock market has been on a roll. From March 9, 2009 (the U.S. stock market bottom) through March read more >

The Florida Electronic Wills Act

Anyone who hasn’t lived on a deserted island for the past two decades has surely observed how the digital age has transformed nearly every aspect read more >

DOL Delays Applicability of Fiduciary Rule, but the Horse is Out of the Barn...

The Department of Labor has delayed by 60 days the applicability date of the long-debated Fiduciary Rule. The rule was to be effective April 10 and now read more >

DISC Commissions not subject to IRS Recharacterization

On February16th, the Sixth Circuit Court of Appeals reversed the Tax Court Summa Holding, Inc. (Summa) decision which disallowed the payment of commissions read more >

Lifestages: Pay Down Debt or Save?

I was recently posed this great question: “Shall I pay down debt or save for retirement? Is there a ratio I should consider?” The short answer read more >

Ensuring Marital Bliss Through Social Security Compliance

Over the past year, I, along with a number of other Schneider Downs employees, took the big plunge. That is, we got married! After a hectic year of planning, read more >

Auto-Enrollment Pushes Retirement Plans Higher

Plan assets for 401(k) plans and similar types of defined contribution plans have topped $7 trillion due to continued growth in employee contributions. read more >

FAFSA Fears Unfounded

Is there a FAFSA in your future? Even if you are a FAFSA pro, read on, there may be a few tips for you. The Federal Application for Free Student Aid (FAFSA) read more >

2017 Pension Plan Limitations

The Internal Revenue Service (IRS) announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items read more >

IRS Reminds Taxpayers to Donate Before the End of 2016

On November 28, 2016, the Internal Revenue Service (IRS) published News Release IR-2016-154 to encourage tax payers to donate to qualified charities in read more >