Beneficiary

Controlling Your IRA Beneficiaries

By Ralph Bender, MBA, CFP®

Part Two in a series about IRA Required Minimum Distributions 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, they passed away within...

Four Ways to Handle Your Future Long-Term Care Expenses

By Ralph Bender, MBA, CFP®

Half of us will need help with activities like bathing, dressing or eating sometime in our futures; the rest of us will die before needing such Long Term Care (LTC). With at least a 50% chance of needing LTC, it is important to have a plan for obtaining the care...

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. If your children (or grandchildren) are not old enough to legally own...

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...