by Kenny | Mar 24, 2020 | Uncategorized
March 23rd, 2020 Chadd Mason, CEO The Cabana Group U.S. Economy and Day-to-Day Life Comes to a Complete and Sudden Halt On behalf of everyone here at Cabana, I want to wish our clients, investor partners and friends good health and peace at this time. What we are... by Kenny | Mar 23, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst It’s common for IRA owners to leave their assets to multiple beneficiaries – for example, their children. Before the SECURE Act, it usually made sense to split the IRA into separate accounts either before or after death. That’s because... by Kenny | Mar 19, 2020 | Weekly Newsletter
Everything these days seems to be about coronavirus, coronavirus, coronavirus. Especially when you have a family, these can be scary times. So, first and foremost: Chances are that you will be OK. The novel coronavirus seems to mostly spare young kids, and if you’re a... by Kenny | Mar 19, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: A daughter who has been diagnosed with rheumatoid arthritis is listed as the beneficiary on her father’s Roth IRA. Does this disease qualify as a “chronic illness” for purposes of the exception to the 10-year rule? Is... by Kenny | Mar 18, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst The coronavirus has been wreaking havoc on markets and millions of retirement account balances have suffered significant losses. This has left many IRA owners looking at lower account balances after several years of gains and wondering...