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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

Dow Crosses 29,000 Points in January

2019 was a solid year for the U.S. economy and for the U.S. stock market.  At the start of the year stocks were coming off a steep sell-off.  In the 4th quarter of 2018 the S&P 500 lost nearly 20% from its high earlier in the year.  As 2018 closed the … Read more