SECURE ACT’S 10-YEAR RULE BRINGS NEW PLANNING OPPORTUNITIES

Jun 10, 2020

By Sarah Brenner, JD IRA Analyst By now, most IRA owners have heard the bad news. The SECURE Act eliminates the stretch IRA for the majority of beneficiaries who inherit in 2020 or later. Instead, for most, a 10-year payout rule will apply. Here is how this new rule...

Weekly Market Commentary

Jun 9, 2020

June 8th, 2020 Chadd Mason, CEO The Cabana Group Perception is Not Reality We have spent the past few weeks discussing the need to have a rules-based process in place that helps to take the emotion out of investing when markets appear to disconnect from what we...

ROTH CONVERSIONS: PAYING TAXES FROM ANOTHER SOURCE

Jun 8, 2020

By Andy Ives, CFP®, AIF® IRA Analyst The King of the Land wanted to send 100,000 of his greatest warriors off to battle. However, he was told that 20,000 of the warriors needed to remain behind to protect the castle. The King of the Land did not like this news. He...

2020 RMD WAIVERS: TODAY’S SLOTT REPORT MAILBAG

Jun 4, 2020

By Ian Berger, JD IRA Analyst Question: I understand that I don’t have to take any RMDs during 2020.  However, is the CARES Act rule that it is an-all-or-nothing for RMDs or can I take a portion of my RMD for 2020 but not all John Answer: Hi John, Since RMDs are...