by Kenny | Feb 6, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: An initial ROTH conversion was completed in 2018 for tax year 2018. A second conversion was completed in 2019 for tax year 2019. There was no ROTH IRA account prior to 2018 and the account owner is over 59 ½. The 5-year... by Kenny | Feb 5, 2020 | Weekly Newsletter
Among the various kinds of annuities, which are contracts you sign with an insurance company to pay a premium for guaranteed income later, two of the most common are fixed and fixed indexed annuities. The former offers a fixed rate of return; the latter ties your rate... by Kenny | Feb 5, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst Are you looking for a better investment for your IRA? Are you thinking about making the move to another IRA custodian or financial advisor? You do have this opportunity. The IRA rules are set up to allow portability. However, if you... by Kenny | Feb 4, 2020 | Uncategorized
February 4th, 2020 Chadd Mason, CEO The Cabana Group The Emotional Stock Market vs. the Wise Old Bond Market Last week, we discussed the coronavirus outbreak and implications it might have on markets going forward. I provided some statistics related to previous... by Kenny | Feb 3, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst For those who inherit IRA accounts in 2020 or later, the SECURE Act permits five groups of people to stretch required minimum distribution (RMD) payments over their life expectancy. As I touched on in a recent Slott Report article...