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Schneider Downs Wealth Management Insights

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

IRS ANNOUNCES 2018 STANDARD MILEAGE RATES

The Internal Revenue Service (IRS) has announced the optional 2018 standard mileage rates (Notice 2018-03) used to calculate the deductible costs of operating read more >

2018 Retirement Plan Limitations

Update to the original article: On October 13, 2017, the Social Security Administration (SSA) announced that the maximum amount of earnings subject to read more >

IRS Announces Updates for Contribution Limits and Income Thresholds for Retirement Plans in 2018

Employees who participate in 401(k), 403(b) or 457(b) plans will be able to contribute up to $18,500 in 2018, up from $18,000 for 2017. This limit is aggregated read more >

IRS May Audit Deceased Spouse's Estate Tax Return if Portability Elected

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced a new concept known as “portability” to the read more >

Who Has an HSA?

With the recent turmoil in Congress over health care mandates, one thing has become crystal clear: Health Savings Account (HSA) may be your best option. read more >

Equifax Breach - Are You One of the 143 Million Affected?

Credit Agency Compromise On Thursday September 7th Equifax, one of the main credit reporting and monitoring services, announced their system had been breached. read more >

Plan Sponsors: Still Think Your Retirement Plan Is Only About The Investment Menu?

While the DOL fiduciary rule now has a full compliance date of January 1st, 2018, generally, the applicability date was June 9, 2017. Regardless of this read more >

Maximizing Retirement Benefits for Key Employees

As a general rule, the Internal Revenue Code requires that a qualified retirement plan cannot discriminate in favor of highly compensated employees (HCEs) read more >

Principal PFIO Class Action Lawsuit

If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in read more >

Safeguard an Important Benefit

Do you review? It is a great habit to cultivate. If you are employed, you typically have an annual open enrollment for benefits. Take time to review healthcare, read more >