by Ralph Bender, MBA, CFP® | Beneficiary, Financial Plan, IRA Accounts, Protecting Family Money, Running Money ®
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...
by Ralph Bender, MBA, CFP® | Beneficiary, Cancer, Financial Plan, Health, Insurance, Long Term Care, Protecting Family Money
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...
by Ralph Bender, MBA, CFP® | Beneficiary, Financial Plan, IRA Accounts
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...
by Enduring Wealth Advisors | Beneficiary, Economic Commentary, Politics
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...
