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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

Strong Economic Numbers Fuel the Market Uptrend

The second quarter of 2019 began with solid gains in the stock market.  Investors are acting as if they expect the Federal Reserve to refrain from any interest rate increases for the rest of this year and that is the consensus among analysts.  In fact, some … Read more