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Question: Can I name a Beneficiary on a Non-IRA account?

Yes, there is a way to designate a beneficiary on a non-IRA account and it is called a Transfer on Death agreement or TOD.  Some financial institutions use the term Payable on Death or POD.  It means the same thing.  This provision is used less often than the … Read more...

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Free Shredding Day!

Shredding Event Sponsored by Guelich Capital Management. An opportunity to destroy confidential documents on site. When: Saturday, June 22, 2019 from 9:00 a.m. to Noon Where: Guelich Capital parking lot at 1401 Franklin Road SW, Roanoke What: Loose … Read more