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Wealth Management

Articles 81 - 86 of 86

| 9.28.2018

David Brinkman recommends education to prepare for uncertain market times.

Using the Great Recession as a template, David counsels us to learn how a portfolio may perform in the planadviser article “Helping Participants

Administrative Expenses for Trusts and Estates Will Remain Deductible

The Internal Revenue Service (the “IRS”) has announced in Notice 2018-61 (the “Notice”) that it plans to issue regulations clarifying

Aretha Franklin Left no Will - What Happens Next?

On August 16, 2018, a saddened world mourned the passing of legendary vocalist and songwriter Aretha Franklin. Known affectionately to her fans as the

| 9.1.2018

Plan Sponsor Newsletter - Fall 2018

Welcome to your Retirement Solutions e-newsletter. This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

| 9.1.2018

Participant Newsletter - September 2018

If debt is a leading contributor to your overall stress, you are not alone. The national mean for household credit card debt is $16,000. The average total household debt, including mortgages, is $132,500. That volume of debt can be a real burden on your wallet, relationships and ability to achieve other important goals like saving for retirement.

| 9.1.2018

Wealth Management Newsletter - September 2018

Most of us picture the image above when we hear the word harvest. But when it comes to your portfolios, there's a very different definition of the word that can make all the difference for you at tax time. Our team member, Alissa M. Shawl, has written the article below to explain what tax loss harvesting means for the average investor.

How Tax Reform Will Make Divorce More Expensive

Divorcing couples are not likely to be found on the list of taxpayers who are happy with the sweeping changes effected by The Tax Cuts and Jobs Act (the

| 6.30.2018

2Q18 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

Lifestages: The Final Frontier

You have a lovely retirement mapped. But after the travel, second careers and volunteerism, when you are feeling your age, what then? What does that phase

Time to Revisit that Roth Conversion?

Thanks to the recently enacted Tax Cuts and Jobs Act, now could be the best time to convert your traditional IRA into a Roth IRA. Roths have been in the

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