by Kenny | Jan 9, 2020 | Weekly Newsletter
Both annuities and life insurance should be considered in your long-term financial plan. While both include death benefits, you buy life insurance in the event you die too soon and an annuity in case you live too long. In other words, life insurance provides economic... by Kenny | Jan 8, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst There are three new provisions in the recently enacted SECURE Act designed to promote annuities in company savings plans. That explains why insurance companies lobbied so hard for passage of the legislation. The three provisions are: New... by Kenny | Jan 7, 2020 | Uncategorized
January 06, 2020 Chadd Mason, CEO The Cabana Group Trusting the Markets Among Rising Middle East Tension I hope everyone had a happy and heathy holiday! The older I get, the more I realize that we don’t get do overs in life. Let’s all strive to make 2020 the best year... by Kenny | Jan 6, 2020 | Uncategorized
Sarah Brenner, JD IRA Analyst The SECURE Act is here! Most of new law’s provisions kicked in on January 1, 2020, overhauling many of the rules for retirement accounts that have been with us for decades. One significant change the SECURE Act brings us is the delay in... by Kenny | Jan 3, 2020 | Uncategorized
Sarah Brenner IRA Analyst Question: With the SECURE Act, can a person who is older than 70 ½ fund a 2019 Traditional IRA? The SECURE Act goes live on 1/1/2020, and an IRA can be funded up to 4/15/2020 for the previous year. Any reason they cannot? Answer:...