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We Love IRAs

February 10, 2022

Podcast: Download

We talk about IRAs a lot. Like, a lot, a lot. Every week in fact! And as tax season is quickly approaching, those of you who are proficient savers may be wondering what the rules and deadlines are. Thankfully, our trusted advisor on this topic, Ed Slott, himself has provided an extensive list for us to cover. We will go over deadlines, contribution limits, compensation for IRA eligibility, Roth IRA contribution rules and IRA trusts.

And if that’s not enough … we are going to talk about the hottest topic out there … GOLD! In the age of inflation, many of our clients have inquired about investing their IRAs in gold. Yes, it can be held in an IRA, but it MUST be done properly.

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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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