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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

Stock Market regains May losses

In June the stock market and the bond market rallied sending conflicting signals about the economy.  It is unusual for these two markets to move in the same direction.  In May the stock market pulled back on a lack of progress with China trade talks and bond … Read more