by Kenny | Jan 29, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Part-time employees in companies with 401(k) plans won a big victory when the SECURE Act was signed into law on December 20, 2019. Before the SECURE Act, 401(k) plans could exclude employees if they did not work at least 1,000 hours of... by Kenny | Jan 28, 2020 | Uncategorized
January 27, 2020 Chadd Mason, CEO The Cabana Group Markets React to the Coronavirus Fears Just as quickly as the drumbeats of war with Iran quieted, we became overwhelmed with news of a rapidly spreading potential pandemic coronavirus. The virus started in China and... by Kenny | Jan 27, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst The SECURE Act has upended the rules for inherited IRAs. One area the new law completely changes is the rules for successor beneficiaries. Here is what you need to know: Who are successor beneficiaries? The successor beneficiary is the... by Kenny | Jan 23, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst Question: According to the IRS website: Beginning in 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own (Announcement 2014-15 and Announcement... by Kenny | Jan 22, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As we gradually peel back the layers of this legislative onion called the SECURE Act, more and more discoveries come to light. One revelation is how qualified charitable distributions (QCDs) are potentially affected. Could a QCD... by Kenny | Jan 22, 2020 | Uncategorized
January 21, 2020 Chadd Mason, CEO The Cabana Group The Temperature is “Just Right” In recognition of the Martin Luther King Jr. holiday, this commentary is as of Tuesday, Jan. 21. U.S. equity markets closed last week at new all-time highs. Foreign markets...