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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

The Bull Market in Stocks

Market volatility continued in July with an overall trend to the upside.  Small caps led the market upward and growth is outperforming value.  The losses in the closing days of June were recouped in July with some to spare.  With the action in August, the … Read more