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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...

Financial-wise

News & Views

The Volatile Year So Far

As the closing bell rang on Wall Street at 4:00 p.m. last Friday, it marked the end of the third quarter 2018.  Let’s take a look back at the year so far. Throughout 2017 the S&P 500 Index did not experience so much as a 3% pullback and January 2018 was … Read more