Older Adults Can Jumpstart the Covid-19 Economic Recovery

Even in light of an all-consuming pandemic, there are some mega-trends that continue their powerful and profound impact on global society. One such trend is global aging, which has led to a reimagining and a reframing of the relationship between age and health,...

THE CARES ACT AND 2020 RMDS: TODAY’S SLOTT REPORT MAILBAG

By Ian Berger, JD IRA Analyst Question: I can’t find the answer to this question anywhere, so I thought I’d go straight to the experts. Does the CARES Act waive the requirement for a surviving spouse to distribute the RMD in 2020 prior to re-registering...

Weekly Market Commentary

August 3rd, 2020 Chadd Mason, CEO The Cabana Group All Eyes on Congress Equity markets continue to push higher in the face of ongoing uncertainty. We discussed last week that the next probable stop for the S&P 500 (SPY) is the February high of 3400. We continue to...

STRETCH IRA LIVES ON FOR SOME BENEFICIARIES

By Sarah Brenner, JD Director of Retirement Education Last year the SECURE Act became law and eliminated the stretch IRA for millions of IRA beneficiaries. However, for some IRA beneficiaries the stretch lives on. For most beneficiaries, the stretch is now replaced...