Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority.

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OUR THOUGHTS ON

Erroneous IRS Form 8955-SSA Penalty Notices

Learn more about the CP 283-C penalty notices mistakenly sent out on timely filed Forms 8955-SSA. ...

Erroneous IRS Form 8955-SSA Penalty Notices

IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

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IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

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How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

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How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

read more >

How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

read more >

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

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