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New Retirement Radio with Dennis Prout Podcast

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead. Thanks for tuning in! Advisory Services offered through Capital Asset Advisory Services, a Limited Liability Company, and a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
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Now displaying: Page 1
Aug 21, 2019

Whether it’s by choice or decisions “beyond your control,” the time has come for you to leave your current employer. So what are your options regarding your employer-sponsored retirement/savings plan? Do you just leave it in the hands of your now “former” employer? Can you roll it over into a new plan? Or perhaps it makes sense to take a lump-sum distribution? What about a Roth IRA?

So many options! Tune in today, and we’ll discuss these scenarios and so many more. We’ll also discuss who can benefit from a Roth IRA and at what age. There are tricks to the trade, and we’re going to share as much as we can.

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