by Kenny | Dec 12, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: As year-end approaches, I have just exceeded my 2019 RMD, combining total QCD’s during the year and my regular monthly IRA withdrawals. If I make additional charitable contributions from my IRA this month, are they... by Kenny | Dec 12, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The Internal Revenue Service announced on Wednesday, November 6, that several contribution limits in qualified retirement plans will increase next year. The IRS announced the increases as part of an annual adjustment for cost-of-living increases as provided in the... by Kenny | Dec 11, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst When the chips are down, the providers hold all the cards. This is true for both IRAs and workplace plans. Ultimately, the IRA custodian (through its custodial form) and retirement plan sponsor (through the plan document) will... by Kenny | Dec 10, 2019 | IRA BLOG
December 10th, 2019 Chadd Mason, CEO The Cabana Group Yet Again, the Market Focuses on What Matters – Interest Rates and Earnings After a rocky start to last week, U.S. equity markets rebounded and finished higher, led by Friday’s 1% bounce in the S&P... by Kenny | Dec 5, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
You definitely want to avoid these at all costs. Millions of seniors today regard Social Security as a critical source of income. But if you’re not careful, you could wind up losing out on some of that money and struggling during retirement as a result. Here are...