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The Five Step Guide to Plan-to-IRA Rollovers

November 10, 2022

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The ink has not yet dried on all the changes brought about by the Secure Act of 2020 and its ultimate impact on us, our children, and their families. The rules keep changing and so do the opportunities to take advantage as well as make some costly mistakes. We will be discussing the 5-step guide to plan-to-IRA rollovers from Ed Slott’s most recent November IRA newsletter. In the show, we will address sample situations from clients and similar decisions they are facing with pension plans and the effects of a rapidly increasing interest rate. The complexities are surprising. Having a strategic decision-making matrix in place to guide you can be invaluable, whether you’re 45 or 75. Heidi will be discussing the new IRS rules regarding allowable contribution amounts as well as the new 2023 tax rates. Deann will bring the news on the stats front to round it out and we’ll have several exciting announcements too!

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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