by Kenny | Jan 6, 2020 | Uncategorized
Sarah Brenner, JD IRA Analyst The SECURE Act is here! Most of new law’s provisions kicked in on January 1, 2020, overhauling many of the rules for retirement accounts that have been with us for decades. One significant change the SECURE Act brings us is the delay in... by Kenny | Jan 3, 2020 | Uncategorized
Sarah Brenner IRA Analyst Question: With the SECURE Act, can a person who is older than 70 ½ fund a 2019 Traditional IRA? The SECURE Act goes live on 1/1/2020, and an IRA can be funded up to 4/15/2020 for the previous year. Any reason they cannot? Answer:... by Kenny | Jan 1, 2020 | Uncategorized
December 2019 Market Review -Darren Leavitt, CFA US equity markets continued their ascent in December in what was an impressive showing for the markets in 2019. Trade policy negotiation between the US and China continued throughout the month with an initial agreement... by Kenny | Dec 30, 2019 | Uncategorized
Ian Berger, JD IRA Analyst The clock is winding down to the ball-dropping in Times Square that will usher in a new year – and a new decade. The Ed Slott and Company team wishes to thank you for supporting The Slott Report and responding to our articles with such... by Kenny | Dec 26, 2019 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi Ed, Hope all is well. I have a client that received the HEART benefit as her spouse passed away a few years ago. We immediately moved those dollars into a Roth for her. My question is, as we are doing some year-end... by Kenny | Dec 24, 2019 | Uncategorized
December 23rd, 2019 Chadd Mason, CEO The Cabana Group 2019: A Great Year for Investors of all Types On behalf of everyone at Cabana, I would like to thank our clients and investor partners for your continued belief in us. Without you we could not do any of the things...