by Kenny | Mar 16, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When a person takes a distribution from his IRA or workplace plan, he has 60 days from the day of receipt to redeposit (i.e., roll over) those dollars into another qualified account. This assumes no other disqualifying rollovers... by Kenny | Mar 12, 2020 | Uncategorized
I believe you can grill all year round, whatever the weather. Though going by many of the complaints I see in Facebook groups about rain preventing play, it’s evident not everybody agrees. So in this article, I’m going to give you some guidance on how to master the... by Kenny | Mar 12, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi Ed, First of all, I’m a big fan. Now here’s my question: If I do a backdoor Roth conversion with exclusively nondeductible IRA contributions, is there a 5-year clock on withdrawing the converted dollars without... by Kenny | Mar 11, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The amount of annual elective deferrals you can make to a 401(k) or 403(b) plan is limited by the tax code. If you discover that you’ve over-contributed in 2019, time is of the essence to correct the error. If you don’t act quickly, the... by Kenny | Mar 11, 2020 | Uncategorized
March 9th, 2020 Chadd Mason, CEO The Cabana Group All True Investing Takes Process and Perspective Given the continued bloodbath we are seeing in stocks, this commentary serves as follow up to the Special Report we released just over a week ago, on February 29. In... by Kenny | Mar 9, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst The SECURE Act eliminated the age restriction on contributions to traditional IRAs. The rule outlawing contributions for those 70 ½ or older is no more. This is good news for older IRA owners who are still working or have a spouse who...