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Lots of Changes

July 21, 2022

Podcast: Download

Welp, Heidi is back from a great trip to Nashville for the Ed Slott conference with updates galore! Today, Dennis and she will refresh your memory regarding: IRA beneficiary form mistakes to avoid; estate as retirement plan beneficiary; choosing a charity as a beneficiary; and spouse and non-spouse beneficiaries. Next up, they will discuss health care taxes and the impact on IRAs, the 10-Point IRA Trust Checklist, and the new DOL rule your advisor should be following.
It’s going to be an action-packed show with more information than time to cover it.
Tune in and take control!

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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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