by Kenny | Jan 13, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The stretch IRA is on a stretcher and paramedics just loaded it into an ambulance. It is on life support. Prognosis: negative. For most new beneficiaries, the stretch will not survive. The SECURE Act is the perpetrator, and it... by Kenny | Jan 9, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I turn 70 1/2 in 2020. Since I do not have to take a required minimum distribution (RMD), how much can I do in a qualified charitable distribution (QCD) this year? Ronnie Answer: Hi Ronnie, Even though you won’t have an RMD for... 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...