OUR THOUGHTS

Schneider Downs Wealth Management Insights

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

2019 Retirement Plan Limitations

On November 1, 2018, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2019 (IRS Notice 2018-83). read more >

The Changing Landscape of Qualified Retirement Plans

Plan Sponsors continue to be faced with the pressure of overseeing a “successful” retirement plan for participants and beneficiaries. How “successful” read more >

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 read more >

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 read more >

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 read more >

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 read more >

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 read more >

401(k) Plan Sponsors and Participants: Be Aware of Unethical Requests

In our ongoing effort to keep you apprised of important industry developments, we thought you should be aware that Wells Fargo recordkeeping is presently read more >

SEC's Proposal at a Glance

With the fate of the Department of Labor’s Fiduciary Regulation hanging in the balance following a recent ruling by the United States Court of Appeals read more >

Weathering Volatile Markets

Over the past few months, investors have had to deal with increased market volatility, a trend that could well persist for some time to come. As concerns read more >