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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
Sep 9, 2020

The saying goes, “You have a trust when you don’t trust.” By creating a trust, you are attempting to control assets after your passing to provide legal protection. In some cases, it can protect the assets as they are inherited or to save estate taxes. However …

There have been a lot of changes with the SECURE Act of 2019. Trusts went from being one of the best places to leave your IRA to one of the most questionable. For those with disabled or chronically ill family members, trusts are invaluable. Generally speaking, however, they are not a cure-all when it comes to estate planning … especially with IRAs.

Tune in and find out more about one of the most popular estate planning tools. Ed Slott is direct with this piece of advice, “Stop naming a trust as an IRA beneficiary!”

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