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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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News & Views

Fear Controls the Market

2018 started strong in January but ended with a December marked as the worst December since 1931.  At the close of the 3rd quarter domestic stocks had recovered most of their losses from February and April, and appeared poised for a strong end to the year.  … Read more