by Kenny | Aug 13, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Client has a Thrift Savings Plan and took RMDs in January, February and March of 2020. Client then rolled the balance of the TSP into an IRA. Question is whether or not he can “repay” those RMDs to the IRA under Notice... by Kenny | Aug 12, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education We are in the dog days of summer and this year is a crazy and unsettling time. The last thing on your mind may be your IRA. However, you should be aware that an important deadline is quickly approaching. If you... by Kenny | Aug 11, 2020 | Uncategorized
August 10th, 2020 Chadd Mason, CEO The Cabana Group The S&P 500 Inches Closer to All-Time Highs, Encouraged by Q2 Earnings Major equity indices are positive for the year. The Nasdaq is now at all-time highs on the back of blowout performance from Amazon, Google,... by Kenny | Aug 10, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Yes, trusts can play an instrumental role in estate planning. Yes, special needs trusts are invaluable to those with disabled or chronically ill family members. Trusts are essential for minors and for those who may struggle with... 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...