by Kenny | Jul 22, 2020 | Weekly Newsletter
KEY POINTS The economic downturn prompted by the coronavirus comes at a particularly bad time for older workers. New research takes a look at how well those individuals may fare when it comes to working from home or finding new employment. Results are so-so. Older... by Kenny | Jul 21, 2020 | Uncategorized
July 20th, 2020 Chadd Mason, CEO The Cabana Group The S&P 500 Turns Positive for the Year The benchmark S&P 500 index has officially broken out above 3200 and, in doing so, broken out of its two -month trading range. We have been watching this unfold for... by Kenny | Jul 20, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The IRA and plan rollover rules have been in constant flux this year. We are now past the original July 15 extended rollover deadline. This was the first extension date created by IRS Notice 2020-23. Distributions from an IRA or... by Kenny | Jul 20, 2020 | Weekly Newsletter
They face particular challenges brought on by Covid-19 — issues, experts say, that could lead to retirement earlier than planned. Dorian Mintzer loves her work. A 74-year-old psychologist, coach and author, she has no plan to retire, and has continued to work during... by Kenny | Jul 16, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: For COVID “special” Aug 31 rollovers, am I allowed to return my 401(k) required minimum distribution (RMD) to my IRA? Thank you, Maria Answer: Hi Maria, Yes, the CARES Act and subsequent IRS guidance allows unwanted...