OUR THOUGHTS

Schneider Downs Wealth Management Insights

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

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 >

Year-End Tax Savings Ideas, Fourth in a Series: Tax Loss Harvesting

History has proven that investment returns vary year over year, with some years generating positive returns while others yield disappointing losses. A read more >

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the read more >

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor read more >