by Kenny | Feb 13, 2020 | Weekly Newsletter
For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For others, though, retirement is a frustrating period marked by declining health and increasing limitations. For years,... by Kenny | Feb 13, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst Question: Can a QCD be used to pay dues to a charitable organization? Answer: This is an area where we receive a lot of questions. To qualify as a QCD, there cannot be any benefit back to you from the funds that go from your IRA to the... by Kenny | Feb 12, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Do you want to access your IRA funds penalty-free, even though you are under age 59 ½ and no exception fits your situation? It can be done. Starting a new business and need capital from your IRA, but don’t want to pay the 10% early... by Kenny | Feb 11, 2020 | Uncategorized
February 10th, 2020 Chadd Mason, CEO The Cabana Group Q4 Earnings Continue to Beat Expectations and Provide Investors with Hope U.S. corporate earnings continue to roll in beating expectations on both the revenue and sales side. The S&P 500 earnings growth rate... by Kenny | Feb 10, 2020 | Uncategorized
Ian Berger IRA Analyst One important difference between IRAs and company retirement plans is spousal protection. Except for community property states, spouses of IRA owners do not have any rights to the account. By contrast, many workplace plans must provide spouses...