by Kenny | Dec 26, 2019 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi Ed, Hope all is well. I have a client that received the HEART benefit as her spouse passed away a few years ago. We immediately moved those dollars into a Roth for her. My question is, as we are doing some year-end... by Kenny | Dec 26, 2019 | Weekly Newsletter
Retirement isn’t what it used to be. Today, not only are people working, traveling and living dynamic lives well past the previous generation’s retirement age of 65, but saving for retirement requires a different mindset than your parents may have had. “In the past,... by Kenny | Dec 24, 2019 | Uncategorized
December 23rd, 2019 Chadd Mason, CEO The Cabana Group 2019: A Great Year for Investors of all Types On behalf of everyone at Cabana, I would like to thank our clients and investor partners for your continued belief in us. Without you we could not do any of the things... by Kenny | Dec 23, 2019 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As of the writing of this Slott Report submission, it is Monday, December 23, 2019. T-minus 8 days before the end of the year, which means IRA owners have a tight window to complete any year-end transactions. Once the calendar... by Kenny | Dec 19, 2019 | Uncategorized
By Ian Berger, JD IRA Analyst Question: My husband has taken two different qualified distributions from his Roth IRA within the last 60 days. We would like to “pay those back.” It looks like we can put money back into the Roth IRA as a rollover. My question...