Section 529 plans are a popular education-funding tool because of tax and other benefits. Two…
SDM Advisory TeamOctober 15, 2018
If you’re age 70½ or older, you can make direct contributions — up to $100,000…
SDM Advisory TeamOctober 10, 2018
With more tax rate thresholds to keep in mind, year-end tax planning for investments is…
SDM Advisory TeamSeptember 28, 2018
On September 13, the House Ways and Means Committee passed three separate bills that will…
SDM Advisory TeamSeptember 19, 2018
The DOL and Treasury are to review and consider regulations regarding increasing access to workplace…
SDM Advisory TeamSeptember 12, 2018
While many individuals and businesses are still working to fully understand how the provisions of…
SDM Advisory TeamJuly 30, 2018
If you’re considering making a gift of income-producing or appreciated assets to a minor or…
SDM Advisory TeamJuly 27, 2018
Once upon a time, some parents and grandparents would attempt to save tax by putting…
SDM Advisory TeamJuly 27, 2018
There continues to be much uncertainty about the Affordable Care Act and how such uncertainty…
SDM Advisory TeamJune 28, 2018
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