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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
Jun 30, 2020

Like the game, “telephone” the  SECURE Act of 2019 and the CARES Act of 2020, is all hearsay between the connections! How do we know this? Because the final message is received at our office when clients sit down and say, “I heard that I don’t have to (fill in the blank).”

We just smile and say, “Not exactly.” The rules are changing around familiar terminology and the truth is getting lost. We hear you! Which is why we are taking time today to clear up some common misconceptions about things like when you have to take your RMDs, deadlines for contributing to IRAs and Roth IRAs, retirement relief and so much more!

Tune in today and let us help take the confusion out of the permanent changes of the SECURE Act and the temporary relief from the CARES Act. There are big differences between the two, and we know how to help you.

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