Beneficiary

Ellie is Born – Vlog

By Ralph Bender, MBA, CFP®

Inside that football-sized roll of towels, is a newborn baby. Nine months in the making, a lifetime ahead, fraught with challenges only begun by the arduous passage called birth.

Can you escape this 529 tax consequence?

By Ralph Bender, MBA, CFP®

The Section 529 Plan is one of the best vehicles for accumulating education funds, because they can benefit both the student and the contributor.

Controlling Your IRA Beneficiaries

By Ralph Bender, MBA, CFP®

It has been fifteen years since Rob and Gina were first subject to the Required Minimum Distribution (RMD). They both turned 85 this year, and as with so many events in their lives.

Prefer Your Grandkids to Your Kids?

By Ralph Bender, MBA, CFP®

The beneficiary of an IRA has significant tax benefits which should not be overlooked when naming the beneficiaries and contingent beneficiaries on retirement accounts such as IRA and 401(k) plans.