Chicago Tribune Online | April 2019
Keep it or Toss it – Financial Records After Age 50
“To prove your basis, you should keep a copy of the death certificate and a statement from when it was in the name of the deceased person, for as long as you own the investment,” says Michael Sedlak, managing member of Golden Trail Advisers in Burr Ridge, Ill.
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Fiduciarynews.com | February 26, 2019
Has New Tax Law Twisted Business Owners Best Interests When It Comes to Retirement Savings Plans?
“With fewer deductions available under the new tax rules, retirement plans can make a huge difference,” says Mike Sedlak, Financial Adviser and Managing Member of Golden Trail Advisers in Burr Ridge, Illinois.
“Also, you might be able to get under the $315,000 income limit by contributing to a retirement plan.”
U.S. News | June 12, 2018
What Makes 3M Dividends Stick?
"It is an enormous responsibility to manage the breadth and depth of products that add up to more than $32 billion in annual sales," says Mike Sedlak, founder and managing member of Golden Trail Advisers in Burr Ridge, Illinois.
Over the long run, the company has handled this very successfully," Sedlak adds. "Like any business that stands the test of time, it must continue to reinvent itself and tackle issues that arise along the way."