by Kenny | Sep 30, 2020 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi there! I have a quick question, so I thought I’d reach out to you to get your take on this. This year, IRA RMD’s have been waived, even for inherited IRA’s. That said, if a non-spouse inherits an IRA this year – and...
by Kenny | Sep 29, 2020 | Weekly Market Commentarfy, Weekly Market Commentary
September 28th, 2020 Chadd Mason, CEO The Cabana Group Volatile Markets Continue as We Approach an All-Important Earnings Season U.S. equity indexes continue to experience heightened volatility. This has been the case for much of September and should come as no...
by Kenny | Sep 29, 2020 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst An argument could be made that the easiest financial document to complete is the IRA beneficiary form. Yet somehow this basic information consistently gets overlooked, mishandled, lost or fouled up. It’s not rocket science. Don’t...
by Kenny | Sep 28, 2020 | IRA Blog
By Ian Berger, JD IRA Analyst Think of a top hat, and you’ll likely conjure up images of Franklin Delano Roosevelt or the temporarily-deceased Mr. Peanut or Rich Uncle Moneybags from Monopoly. But a “top hat plan” is also the informal name of a type of section 457(b)...
by Kenny | Sep 28, 2020 | IRA Blog
By Ian Berger, JD IRA Analyst Question: Ed and team, I am sure my question has been asked by others. Now under the SECURE Act with no more stretch features to an inherited IRA, if a person dies and leaves his IRA to a child and that child waits 9 years and 11 months...
