Our Thoughts On

Wealth Management

Articles 1 - 10 of 56

Benefits, Tax, Wealth Management
Scott Rain | 11.7.2019

2020 Retirement Plan Limitations

On November 6, 2019, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2020 (IRS Notice 2019-59).

Schneider Downs, Wealth Management
Phyllis Tedesco | 10.31.2019

IRS Releases Proposed Regulations on Changes to the Limits on Contributions to ABLE Accounts

The IRS released proposed regulations regarding changes to limits on contributions to Achieving a Better Life Experience (ABLE) accounts. The new proposed

401(k) Plans, Wealth Management
David Brinkman | 10.14.2019

Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

401(k) Plans, Wealth Management
David Brinkman | 9.17.2019

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

Benefits, Wealth Management
Victoria Rogers | 9.17.2019

I Want Mine, but How? Social Security Strategies

You are now ready to claim. You’ve done your research, decided your “when” but now what about strategies? Social Security employees do

401(k) Plans, Wealth Management
David Brinkman | 8.30.2019

The Stages of Wealth - Wealth Creation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. In our May article, we laid out some basic personal

401(k) Plans, Wealth Management
David Brinkman | 8.15.2019

The Stages of Wealth

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Although everyone’s situation is different,

Internal Revenue Service, Tax, Wealth Management
Jamie Drennen | 8.9.2019

The IRS turns its focus to cryptocurrency

On July 26, the Wall Street Journal reported that the Internal Revenue Service has mailed letters to over 10,000 cryptocurrency holders warning that those

Benefits, Wealth Management
Victoria Rogers | 7.16.2019

I Want Mine, but When? Social Security Claiming

Just when should you start claiming Social Security? The easy answer is to postpone claiming as long as possible. If you delay until after your full retirement

Wealth Management
Victoria Rogers | 5.16.2019

I Want Mine - Social Security Simplified

I have this love/hate relationship with social media. In late April, when The 2019 Social Security and Medicare Trustees Reports were published, the key

2020: Provided the World Doesn’t End, We’ll Enjoy an Increased Lifetime Gift and Estate Tax Exclusion

Tax Treatment of Deferred Revenue in a Taxable Stock Acquisition

Our Thoughts On

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Wealth Management

Articles 1 - 10 of 56

2020 Retirement Plan Limitations

IRS Releases Proposed Regulations on Changes to the Limits on Contributions to ABLE Accounts

Easing Financial Fright with Sweet Advice

The Stages of Wealth - Wealth Accumulation

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I Want Mine, but How? Social Security Strategies

The Stages of Wealth - Wealth Creation

The Stages of Wealth

The IRS turns its focus to cryptocurrency

Register to receive our weekly newsletter with our most recent columns and insights.

I Want Mine, but When? Social Security Claiming

I Want Mine - Social Security Simplified

Register to receive our weekly newsletter with our most recent columns and insights.