by Kenny | Feb 3, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst For those who inherit IRA accounts in 2020 or later, the SECURE Act permits five groups of people to stretch required minimum distribution (RMD) payments over their life expectancy. As I touched on in a recent Slott Report article... by Kenny | Feb 1, 2020 | Uncategorized
January 2020 Market Review -Darren Leavitt, CFA The markets started January with nice gains but gave back some of those gains later in the month on concerns related to the spread of the novel coronavirus and its effect on the global economy. During the month, the US... by Kenny | Jan 30, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Hi Ed, Question on the new SECURE Act: Do you know if there were any changes to the payout period if an estate is the beneficiary of an IRA. Is it still a 5-year payout? Or is it now 10? Thanks, appreciate your help. Janet... 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...