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... by Kenny | Aug 5, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Hidden within the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) signed into law last December is a provision giving businesses extra time to establish certain new tax-qualified retirement plans. Prior to the... by Kenny | Aug 4, 2020 | Uncategorized
August 3rd, 2020 Chadd Mason, CEO The Cabana Group All Eyes on Congress Equity markets continue to push higher in the face of ongoing uncertainty. We discussed last week that the next probable stop for the S&P 500 (SPY) is the February high of 3400. We continue to... by Kenny | Aug 4, 2020 | Uncategorized
August 3rd, 2020 Chadd Mason, CEO The Cabana Group All Eyes on Congress Equity markets continue to push higher in the face of ongoing uncertainty. We discussed last week that the next probable stop for the S&P 500 (SPY) is the February high of 3400. We continue to... by Kenny | Aug 3, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Last year the SECURE Act became law and eliminated the stretch IRA for millions of IRA beneficiaries. However, for some IRA beneficiaries the stretch lives on. For most beneficiaries, the stretch is now replaced... by Kenny | Aug 1, 2020 | Uncategorized
-Darren Leavitt, CFA Covid-19 infections continued to hobble the reopening of specific geographies around the world, while efforts to produce a vaccine continued to show positive progress. Central banks were reasonably quiet during the month, keeping policy rates low...