by Kenny | Apr 14, 2020 | Uncategorized
April 14th, 2020 Chadd Mason, CEO The Cabana Group The Investment Process Magnified to the Tenth Degree Investors in markets of all types continue to try and assess the damage to corporate earnings that will be seen over the next few months as a result of the... by Kenny | Apr 13, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The recently-enacted Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed by President Trump on March 27, 2020, allows “qualified individuals” to take up to $100,000 of penalty-free IRA and company plan withdrawals during... by Kenny | Apr 9, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi. What are the rules for QCDs now that required minimum distributions (RMDs) have been cancelled for 2020? Thanks for your help. Jerry Answer: Jerry, Qualified charitable distributions (QCDs) are unaffected by the CARES... by Kenny | Apr 9, 2020 | Uncategorized
Millions of Americans have been directly affected by the coronavirus pandemic, from both a health and financial perspective. With thousands of businesses shuttering to slow the spread of the virus, approximately 10 million workers have filed for unemployment benefits... by Kenny | Apr 8, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst On March 27, the massive “Coronavirus Aid, Relief, and Economic Security Act,” or the “CARES Act,” was signed into law. The CARES Act includes a waiver of required minimum distributions (RMDs) for 2020. This waiver applies to company... by Kenny | Apr 7, 2020 | Uncategorized
April 7th, 2020 Chadd Mason, CEO The Cabana Group Market Swings Continue Among Coronavirus Optimism Equity markets continue to experience wild swings in both directions. Last week, we saw two big up days, mixed in with three down days. The S&P 500 finished down...