Beneficiary

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.

Recovery Injuries

By Enduring Wealth Advisors

Autumn 2011 In this edition: Market Update: Recovery Injuries “Running a marathon puts tremendous stress on …” Racing Update “… I ran the Long Beach International City Bank Marathon …”       by Ralph Bender, MBA Running a marathon puts tremendous stress on the human body, and getting ready for its next effort requires […]