by Kenny | Aug 12, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education We are in the dog days of summer and this year is a crazy and unsettling time. The last thing on your mind may be your IRA. However, you should be aware that an important deadline is quickly approaching. If you... by Kenny | Aug 11, 2020 | Uncategorized
August 10th, 2020 Chadd Mason, CEO The Cabana Group The S&P 500 Inches Closer to All-Time Highs, Encouraged by Q2 Earnings Major equity indices are positive for the year. The Nasdaq is now at all-time highs on the back of blowout performance from Amazon, Google,... by Kenny | Aug 10, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Yes, trusts can play an instrumental role in estate planning. Yes, special needs trusts are invaluable to those with disabled or chronically ill family members. Trusts are essential for minors and for those who may struggle with... by Kenny | Aug 7, 2020 | Weekly Newsletter
Even in light of an all-consuming pandemic, there are some mega-trends that continue their powerful and profound impact on global society. One such trend is global aging, which has led to a reimagining and a reframing of the relationship between age and health,... by Kenny | Aug 6, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I can’t find the answer to this question anywhere, so I thought I’d go straight to the experts. Does the CARES Act waive the requirement for a surviving spouse to distribute the RMD in 2020 prior to re-registering...