When it comes to investments, it's easy to want to dive right in, but often that mentality can lead you…
Read More“History never repeats itself, but it often rhymes.” – Mark Twain The internet is going to change the world. It…
Read More >Credit card debt has soared to new heights, totaling over $1.125 trillion at the close of 2023, the highest balance…
Read More >We are pleased to announce that Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the…
Read More >In June of 2022, the U.S. recorded a year-over-year inflation reading of 9.1%, an inflation level not yet experienced in…
Read More >40 percent of families in the U. S. are blended with at least one partner having a child from a…
Read More >Japan’s Nikkei blows past 34,000 mark for the first time in over 30 years. In the late 1980’s many investors…
Read More >Having financial freedom means doing the things you want to do when you want to do them without having to…
Read More >Even though the holiday season is something most of us look forward to, it has a way of sneaking up…
Read More >Can working with a financial advisor lead to greater happiness? A recent industry survey strongly suggests that yes, individuals and…
Read More >Although I-Bonds are a good way to generate tax-free yield in today’s economy, they are subject to penalties if surrendered…
Read More >Having financial freedom means doing the things you want to do when you want to do them without having to…
Read MoreCan working with a financial advisor lead to greater happiness? A recent industry survey strongly suggests that yes, individuals and…
Read More >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 >Good employees are hard to find, particularly in the construction industry. If your business has struggled to attract and retain…
Read More >Recent bank failures along with continued speculation of more to come has led many Americans to question the safety of…
Read More >SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan DistributionsUnder current law, retirement plans may only…
Read More >SECURE 2.0 Act – Section 603. Catch-Up Contributions as Roth ContributionsUnder current law, catch-up contributions to 401(k), 403(b) and governmental 457(b)…
Read More >SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement PlansThe SECURE 2.0 Act…
Read More >SECURE 2.0 Act – Section 348. Cash BalanceSection 348 of the SECURE Act 2.0 (SECURE 2.0) clarifies certain interest crediting…
Read More >SECURE 2.0 Act – Section 333. Elimination of Additional Tax on Corrective Distributions of Excess ContributionsCurrent law requires a distribution…
Read More >Current law prohibits the replacement of a SIMPLE IRA plan with a 401(k) plan mid-year. Rollovers from the SIMPLE IRA…
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Email us: sdwealthmanagement@schneiderdowns.com
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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