by Kenny | Mar 26, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst Question: With the COVID-19 changes to push the tax filing back to July 31st, can someone still make a 2019 contribution until that date or do all contributions need to be made by the usual April 15th deadline this year? Jerry Answer:... by Kenny | Mar 25, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst By their nature, small businesses struggle in the shallows. Now they face a tsunami. However, when the shutters are removed and customers return and the employees are back on the payroll, normal day-to-day concerns will be a... by Kenny | Mar 24, 2020 | Uncategorized
March 23rd, 2020 Chadd Mason, CEO The Cabana Group U.S. Economy and Day-to-Day Life Comes to a Complete and Sudden Halt On behalf of everyone here at Cabana, I want to wish our clients, investor partners and friends good health and peace at this time. What we are... by Kenny | Mar 23, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst It’s common for IRA owners to leave their assets to multiple beneficiaries – for example, their children. Before the SECURE Act, it usually made sense to split the IRA into separate accounts either before or after death. That’s because... by Kenny | Mar 19, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: A daughter who has been diagnosed with rheumatoid arthritis is listed as the beneficiary on her father’s Roth IRA. Does this disease qualify as a “chronic illness” for purposes of the exception to the 10-year rule? Is... by Kenny | Mar 18, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst The coronavirus has been wreaking havoc on markets and millions of retirement account balances have suffered significant losses. This has left many IRA owners looking at lower account balances after several years of gains and wondering...