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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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Apr 25, 2018

You’ve heard it said that the only reason to have a trust is if you don’t trust. To some extent, that can be true. However, as estate laws change and modern families are forced to get with the times, there are other reasons too. Not only will we discuss those reasons, we will test you. There are 15 questions that a trustee of an IRA trust MUST know the answers to. So whether you are the grantor of the trust, or the trustee, answering these questions will get you ahead in your planning.  

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