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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

Recession? Yes or No

The word Recession hit the airwaves on August 14th and a stock market sell-off ensued. The Dow dropped 800 points (-3.05%) on that day. The catalyst was the inversion of the yield curve. The yield on the 10 Year US Treasury fell below the yield on the shorter … Read more