Weekly Market Commentary

Jun 15, 2020

June 15th, 2020 Chadd Mason, CEO The Cabana Group Markets Show Important Reversal at Even More Important Level Two weeks ago, we commented on the ongoing test faced by the broad indices at their respective 200-day moving average. We noted that if equity markets were...

5 easy ways to manage your money during COVID-19 pandemic

Jun 15, 2020

Right now, spending habits are changing, for better or worse. With unemployment at an all-time high and many people working from home, your budget could be totally different from usual. You may be tight on money or have a little extra cash in your pocket. Regardless...

IRS ALLOWS REMOTE WITNESSING OF SPOUSAL WAIVERS

Jun 15, 2020

By Ian Berger, JD IRA Analyst In the wake of the coronavirus pandemic, the IRS has temporarily relaxed the rule that spousal consent to certain retirement plan distributions and loans must be witnessed personally by a notary public or a plan representative. In Notice...

SPECIAL NEEDS TRUSTS AND CRDS: TODAY’S SLOTT REPORT MAILBAG

Jun 11, 2020

By Andy Ives, CFP®, AIF® IRA Analyst Question: Under the SECURE Act, if we can assume a Special Needs Trust can qualify for the stretch via the disabled beneficiary, what happens when the special needs trust beneficiary passes? The next named beneficiary (remainder)...