by SDP Team | May 21, 2018 | Tax
According to the Internal Revenue Service, more than 33 million Americans waited until the last two weeks of tax season to file their 2017 tax returns.That means that for many Americans, the days leading up to Tax Day required a mad dash to get organized and get their...
by SDP Team | Jan 8, 2018 | Tax
Could the new fiduciary rule effectively enhance portfolio performance for retirement savers? A change is coming. The Department of Labor is introducing a new rule regarding retirement accounts – a rule that is profoundly impacting the financial services industry. The...
by SDP Team | Aug 4, 2017 | Tax
Retirees can follow these simple guidelines to help manage their tax situations. Everyone can benefit by minimizing their tax liability, but retirees in particular have to pay close attention to their tax bills. When you’re on a fixed income, you can’t...
by SDP Team | Dec 30, 2016 | Tax
Things you can do before & for 2017 What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial...
