Have Trust in Your Trust

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It’s summertime (thank you very much!) and a little smoke, too, for those who don’t have time to sit around a campfire. What a dynamic market we’re in … and a dynamic world as well. While you probably hear plenty on the political front, our consultants are churning out more information for us to learn from and disseminate to you, our listeners. As we reviewed the material for the upcoming radio show, we were amazed with the amount of information we had at our fingertips from long-held sources, including Ed Slott and Capital Group. The highlight was the material on the “seven reasons to name a trust as IRA beneficiary.” For those with IRA beneficiary questions, this material may prove extremely helpful. We’ll also discuss the mid-year outlook on the economy, and look forward to your questions!

Tune in and take control!