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 23, 2020 | Blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Every day, 10,000 or so baby boomers are turning 65. Some of you have probably already retired. Many are likely counting the days until they can leave the full-time workforce. For many of you, Social Security will be a major part of your retirement income. With that...
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...
by Kenny | Jan 20, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The new SECURE Act contains three provisions that are designed to promote annuities in company savings plans. The January 8, 2020 Slott Report described the first of these three changes – new protection for companies if the insurance...
