Wealth Management How a Self-Directed IRA Can Benefit Your Estate Plan — But Know the Risks When it comes to estate planning, you probably think about wills, trusts, and perhaps even…SDM Advisory TeamJuly 9, 2024
Wealth Management Qualified Charitable Distributions Can Benefit You If you’re a retiree holding onto an IRA, you might be dreading the annual required…SDM Advisory TeamJuly 9, 2024
Wealth Management Beware These 5 Estate Planning Pitfalls Estate planning is a crucial step in ensuring that your assets are distributed according to…SDM Advisory TeamJuly 1, 2024
Wealth Management How Undue Influence Claims May Upend Your Estate Plan Estate planning is a crucial process that ensures your assets are distributed according to your…SDM Advisory TeamJune 25, 2024
Wealth Management How High Can The Social Security Tax Go? Understanding taxes can be a daunting task, but it’s crucial for everyone, especially when it…SDM Advisory TeamJune 25, 2024
Wealth Management SECURE 2.0 Act Provisions for 2024 Explained At SD Mayer & Associates, we pride ourselves on staying ahead of the curve and…SDM Advisory TeamJune 19, 2024
Wealth Management Incorporating Digital Assets into Your Estate Plan Digital assets, unlike many physical assets, often leave no “paper trail,” making it challenging for…SDM Advisory TeamJune 13, 2024
Wealth Management Foreign Assets in Your Estate Plan: Key Considerations Owning foreign assets requires careful planning within your estate to avoid unexpected complications. With the…SDM Advisory TeamJune 6, 2024
Wealth Management Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners Are you an older homeowner with a house that has significantly appreciated in value? If…SDM Advisory TeamJune 6, 2024
Wealth Management Understanding the Benefits of Health Savings Accounts (HSAs) Health Savings Accounts (HSAs) offer eligible individuals a smart way to reduce out-of-pocket health care…SDM Advisory TeamJune 5, 2024
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