Wealth Management Archives | Page 11 of 19 | SD Mayer

seniors sitting on boat retirement saving

Recent Law Changes May Impact Your Retirement Savings

Saving for retirement can help make your future brighter. Recent law changes might allow you to save more with your …

shooting bow and arrow at target

QDIA…. Why is it Important?

The qualified default investment alternative (“QDIA”) is arguably the most important investment in a plan’s investment menu.

coronavirus us capitol

December 22, 2020

Congress Passes Consolidated Appropriations Act of 2021

Learn about the key tax provisions for individuals and businesses included in the Consolidated Appropriations Act of 2021.

gold 401k egg in nest

December 22, 2020

Maximize Your 401(k) Plan to Save For Retirement

Contributing to a tax-advantaged retirement plan can help you reduce taxes and save for retirement. If your employer offers a …

IRA egg in nest

November 24, 2020

Taking Distributions From A Traditional IRA

Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and …

mutual funds graphic

October 21, 2020

Buying and Selling Mutual Fund Shares: Avoid These Tax Pitfalls

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales …

older couple working with financial planner

October 12, 2020

Budgeting for Retirement

There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but …

traditional and roth ira in notebook

October 2, 2020

To Roth or Not to Roth

Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. …

hands over tax bags

September 29, 2020

Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to …

stacks of money

September 14, 2020

Four Tips for Increasing Your Retirement Dollars

1. Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement …

excited older couple looking at laptop

August 13, 2020

Retirement Plan Check-Up

It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach …

investment trust yellow gears

Collective Investment Trusts – The Fastest Growing Investment Vehicle Within 401(k) Plans

For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced …

Page 11 of 19« First «...9 101112 13...»Last »