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WEALTH MANAGEMENT

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

401(k) Plans, ERISA, Wealth Management
|

The Internal Revenue Service published 2025 Cost-of-Living Adjustments (COLA) in Notice 2024-80 on November 1, 2024. The COLA increases will…

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Investment Corner with Jason & Sean: The Impact of Government Stimulus on Capital Markets

Typically, economic stimulus is intentional action by the government to encourage private sector economic activity. Economic stimulus within the United States may…

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Investment Corner with Jason & Sean: Mortgage Rate Implications Given a Fed Cut

With the Federal Reserve (Fed) starting its interest rate-cutting cycle, the question many homebuyers face is “How will this affect…

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Investment Corner with Jason & Sean: Carry Trades – A Levered Bet

There is an oft-used phrase from an old proverb that says, “you can’t have your cake and eat it too.”…

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Investment Corner with Jason & Sean: The True Feeling of Inflation

June inflation numbers were released recently and good news! Prices didn’t just slow down in rising, but they fell month…

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Investment Corner with Jason & Sean: Strength in EM… Is it Sustainable?

Emerging Markets (EM) sometimes can feel like the forgotten middle child within the greater equity asset class as performance over…

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Be Prepared with an Estate Plan

It can be difficult to start the estate planning process as it involves thinking about negative outcomes of life such…

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Investment Corner with Jason & Sean: Securitized Fixed Income

Securitized bonds are an area of the investment universe that many investors are not familiar with. The lack of familiarity…

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Maintaining a Disciplined Investment Approach

When it comes to investments, it's easy to want to dive right in, but often that mentality can lead you…

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Investment Corner with Jason & Sean: U.S. Small Cap Equities

“History never repeats itself, but it often rhymes.” – Mark Twain The internet is going to change the world. It…

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Master Your Credit Card Strategy: A Guide to Maximizing Rewards and Boosting Your Credit Score

Credit card debt has soared to new heights, totaling over $1.125 trillion at the close of 2023, the highest balance…

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RETIREMENT SOLUTIONS

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

401(k) Plans, ERISA, Wealth Management
|

The Internal Revenue Service published 2025 Cost-of-Living Adjustments (COLA) in Notice 2024-80 on November 1, 2024. The COLA increases will…

Read More
2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

The Internal Revenue Service published 2024 Cost-of-Living Adjustments (COLA) in Notice 2023-75 on November 1, 2023.The COLA increases will become…

Read More >
Incentive Compensation for Construction Industry Employers

Good employees are hard to find, particularly in the construction industry. If your business has struggled to attract and retain…

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How Safe Are Your 401(k) Assets?

Recent bank failures along with continued speculation of more to come has led many Americans to question the safety of…

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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions Under current law, retirement plans may…

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SECURE 2.0 Act – Section 314. Penalty-Free Withdrawal From Retirement Plans for Individual Case of Domestic Abuse

With the SECURE 2.0 Act (SECURE 2.0) being signed into law, there is a focus on improving the flexibility for…

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SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans Section 127 of the SECURE 2.0…

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SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans

SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans The SECURE 2.0…

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SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met Applicable…

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SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit Accruals

SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit AccrualsSection 316 of the SECURE…

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SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants

SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled ParticipantsUnder current rules, employees who choose not…

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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.

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