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HSAs Make the News Again

March 16, 2017

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In recent news, the conversations have been changing about Health Savings Accounts.  Contributions are deductible and distributions are tax-free.  Could it be a better option than investing in your IRA or 401(k)?  Are there other opportunities you might be missing?  For example, should you invest in life insurance or a Roth IRA?  What about a trust vs a will?  There are so many decisions to make in a week’s time that we often don’t have time to investigate opportunities like this.  In this episode Dennis Prout and Shea Petaja explore the different options available.

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1105 E. Eighth St.
Traverse City, MI 49686

231-947-3992
Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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