by Kenny | Mar 30, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst As the coronavirus pandemic has spread, many Americans have been hit hard. Their retirement accounts have also taken a serious blow as markets have plummeted. In these tough times, there is a bit of good news as the government has come... 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...