by Kenny | Mar 17, 2020 | Uncategorized
March 16th, 2020 Chadd Mason, CEO The Cabana Group Market Volatility Spikes to Record Highs U.S. and international equity markets dropped 11% just today and are down almost 20% this month alone. Year to date, the S&P 500 is down more than 25%. COVID-19 started in... by Kenny | Mar 16, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When a person takes a distribution from his IRA or workplace plan, he has 60 days from the day of receipt to redeposit (i.e., roll over) those dollars into another qualified account. This assumes no other disqualifying rollovers... by Kenny | Mar 12, 2020 | Uncategorized
I believe you can grill all year round, whatever the weather. Though going by many of the complaints I see in Facebook groups about rain preventing play, it’s evident not everybody agrees. So in this article, I’m going to give you some guidance on how to master the... by Kenny | Mar 12, 2020 | Weekly Newsletter
As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgement based on facts, due diligence, historical patterns and a risk/reward calculation. These... by Kenny | Mar 12, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi Ed, First of all, I’m a big fan. Now here’s my question: If I do a backdoor Roth conversion with exclusively nondeductible IRA contributions, is there a 5-year clock on withdrawing the converted dollars without...