by Kenny | May 27, 2020 | Uncategorized
May 26th, 2020 Chadd Mason, CEO The Cabana Group What Investors Can learn from Today’s Market Equity markets worldwide continue to climb in the face of dire economics. In two decades of investing I have never seen a starker example of investors immediately... by Kenny | May 26, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The Coronavirus Aid, Relief, and Economic Recovery (CARES) Act continues to cause confusion. In the April 22, 2020 Slott Report, we discussed four misconceptions surrounding the new law. In this article, we add one more: If your employer... by Kenny | May 26, 2020 | Weekly Newsletter
As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly: They want a retirement product that will offer them safety, income, and growth. My clients fear a repeat of 2000 or 2008, are... by Kenny | May 21, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi, My question is: Does the SECURE Act affect inheritors of a Roth IRA account? If so, in what way, and why – since it is not a pre-tax account? I look forward to your reply. Thanks. Regards, Vikram Answer:... by Kenny | May 20, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst With markets down, many IRA owners are thinking this may be the time for a Roth IRA conversion. Converting when account values are down can be a good bargain. You pay a tax bill on a lower balance now in exchange for potential tax-free...