by Kenny | Dec 19, 2019 | IRA BLOG
By Ian Berger, JD IRA Analyst Question: My husband has taken two different qualified distributions from his Roth IRA within the last 60 days. We would like to “pay those back.” It looks like we can put money back into the Roth IRA as a rollover. My question... by Kenny | Dec 18, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst With the clock ticking down on 2019, Congress is expected to enact a $1.4 trillion year-end spending bill to keep the government running. Tucked away inside this mammoth piece of legislation is the Setting Every Community Up for... by Kenny | Dec 16, 2019 | IRA BLOG
By Ian Berger, JD IRA Analyst 1. What is a QDRO? A QDRO is a “qualified domestic relations order.” In plain English, it is a state court order obtained by divorcing parties that requires an ERISA plan to pay a portion of a participant’s benefit to the non-participant... 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 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...